What paperwork should i gather?
Income
- W2
- 1099R
- 1099INT/DIV
- 1099B stock transactions
- SSA 1099 social security
- 1099G enemployment income
- 1099 MISC
- W2G gambling winnings
- K1
- Rental income & expenses
- Alimony paid & received
For the homeowner
- Form 1098 from bank that holds your mortgage
- Real estate taxes paid.
Deductions and Credits
- Medical/Dental Expenses
- Donations
- Form 1098 T-college tuition
- Child Care
- IRA Contributions