Individuals with No Home:
Form W-2 from your work
Form W-2G, Gambling Winnings
Form 1099-Int, Interest from you Bank Accounts
Form 1099-B, Sale of any stocks
Form 1099-R, Distribution of any Retirement Income
Form 1099-G, Unemployment Income
Form 1099-SSA, Social Security Income
Form 1099-MISC, Any Other Income Received during the year, such as Tribal Payments, Hobby Income, (Mary Kay, Herbalife, Quickstar, etc…), Cash For Keys, etc…
If you are a teacher, any Educator Expenses made during the year
If you have a Health Savings Account, Any Contributions Your Employer Made & Any Contributions You Made, and Also Any Distributions Made During The Year
Alimony Paid & Social Security Number of Ex-Wife
Student Loan Interest
Any IRA Contribution or Any Type of Retirement Contribution Made During The Year
Energy Efficient Equipment Purchased, (Energy Star Rated & Solar Power Energy)
Individuals with Children:
Child Care Paid
Education Expenses, (For After High School Expenses…), separated by Books, Tuitions & Supplies
Adoption Expenses
Individuals Who Own A Home:
Final Closing Statement, (For People Who Just Purchased or Refinanced Their Home)
Form 1098, Mortgage Interest Paid for Each Loan
Property Taxes Paid during the year
Supplemental Property Taxes Paid during the year, (For People Who Purchased Their Home Within The Past 2 Years)
Medical Expenses Paid During The Year, (An Itemized List)
Car Registration Paid
Donations
Gambling Losses, up to your Gambling Winnings
Dues paid for a Safety Deposit Box to keep Money Instruments, like Certificates, Bonds, etc…
Tax Preparation Fees
For Construction Workers, Salesmen, Nurses, Doctors, or any Worker who Travels, (Not Commuting Miles):
Mileage Log of their vehicle for miles driven during the day from one place to another for work purposes
Tolls and Parking Paid for driving during the day from one business location to another
Business Supplies,
(Construction, Tools, Work Books, Specialty Clothes, etc…)
(Salesmen, Business Equipment)
(Nurses & Doctors, Work Clothes, Specialty Work Shoes)
Travel Expenses, Lodging and Meals for Work Purposes while away from your Tax Home
Education Expenses for Work Purposes
Union Dues
For Individuals Who Own A Rental:
Form 1098, Mortgage Interest Paid For Each Loan
Property Taxes Paid during the Year
Supplemental Property Taxes Paid, (For People who Purchased within the Past 2 Years)
Insurance Premiums Paid, (Hazard or Earthquake)
Any repairs or cleaning done for the Rental Home
Any supplies needed for the Rental Home
Any travel expenses related to the Rental Home
Any management fees paid or legal and professional fees paid for the Rental Home
Form W-2 from your work
Form W-2G, Gambling Winnings
Form 1099-Int, Interest from you Bank Accounts
Form 1099-B, Sale of any stocks
Form 1099-R, Distribution of any Retirement Income
Form 1099-G, Unemployment Income
Form 1099-SSA, Social Security Income
Form 1099-MISC, Any Other Income Received during the year, such as Tribal Payments, Hobby Income, (Mary Kay, Herbalife, Quickstar, etc…), Cash For Keys, etc…
If you are a teacher, any Educator Expenses made during the year
If you have a Health Savings Account, Any Contributions Your Employer Made & Any Contributions You Made, and Also Any Distributions Made During The Year
Alimony Paid & Social Security Number of Ex-Wife
Student Loan Interest
Any IRA Contribution or Any Type of Retirement Contribution Made During The Year
Energy Efficient Equipment Purchased, (Energy Star Rated & Solar Power Energy)
Individuals with Children:
Child Care Paid
Education Expenses, (For After High School Expenses…), separated by Books, Tuitions & Supplies
Adoption Expenses
Individuals Who Own A Home:
Final Closing Statement, (For People Who Just Purchased or Refinanced Their Home)
Form 1098, Mortgage Interest Paid for Each Loan
Property Taxes Paid during the year
Supplemental Property Taxes Paid during the year, (For People Who Purchased Their Home Within The Past 2 Years)
Medical Expenses Paid During The Year, (An Itemized List)
Car Registration Paid
Donations
Gambling Losses, up to your Gambling Winnings
Dues paid for a Safety Deposit Box to keep Money Instruments, like Certificates, Bonds, etc…
Tax Preparation Fees
For Construction Workers, Salesmen, Nurses, Doctors, or any Worker who Travels, (Not Commuting Miles):
Mileage Log of their vehicle for miles driven during the day from one place to another for work purposes
Tolls and Parking Paid for driving during the day from one business location to another
Business Supplies,
(Construction, Tools, Work Books, Specialty Clothes, etc…)
(Salesmen, Business Equipment)
(Nurses & Doctors, Work Clothes, Specialty Work Shoes)
Travel Expenses, Lodging and Meals for Work Purposes while away from your Tax Home
Education Expenses for Work Purposes
Union Dues
For Individuals Who Own A Rental:
Form 1098, Mortgage Interest Paid For Each Loan
Property Taxes Paid during the Year
Supplemental Property Taxes Paid, (For People who Purchased within the Past 2 Years)
Insurance Premiums Paid, (Hazard or Earthquake)
Any repairs or cleaning done for the Rental Home
Any supplies needed for the Rental Home
Any travel expenses related to the Rental Home
Any management fees paid or legal and professional fees paid for the Rental Home
