The Tax Houzz

BASICS FOR ALL FILTERS

social security numbers(yourself & dependents)
copy of last year’s tax return
bank account/routing number
loan statements

INCOME

w-2s
1099s for all forms of income

HOME & RENTAL PROPERTIES

1098s: interst on mortgage, equity or student loans
paid real estate taxes
insurance premiums
energy efficient upgrade receipts
purchase/sale records (home,rental property, etc.)
rental income
mileage(for rental realted issues)
receipts: for rental upgrades,etc.

DONATIONS

charitable contribution receipts
volunteer expense deducations

BUSINESS OWNERS

tax ID
insurance premiums and /or expenses
business income and expenses
list of assets and equipment
milage logs

DEDUCTIONS

medical/dental expenses
health insurance payments
IRA and HSA contributions
vehicle purchase sales tax
childcare expenses
job search expenses
moving expenses
amount paid for last year’s tax prep
sales tax on newly purchased vehicle
educational expenses (loan interest/supplies/tution)

BASICS FOR ALL FILTERS

records of estimated tax payments
IRA/401K total contributions