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It covers personal and filing identity information, key income documents such as W-2 and various 1099 forms, IRA and other adjustment records, and documentation for deductions and credits including childcare, education, adoption, charitable giving, and medical expenses. 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Highlight the areas that apply to you, and make sure you have that information available. Better yet, attach the list to afolder of your tax documents, and check items off as you add them to the folder.  \nMost people will need:  \nPersonal information  \nThis information tells the IRS exactly who’s filing, who is covered in your tax return, and where to deposit your tax refund.  \n Social Security numbers and dates of birth for you, your spouse, your dependents  Copies of last year’s tax return for you and your spouse (helpful, but not required)  \n Bank account number and routing number, if depositing your refund directly into your account Information about your income  \nW-2 forms for you and your spouse 1099-C forms for cancellation of debt  \n1099-G forms for unemployment income, or state or local tax refunds 1099-MISC forms for you and your spouse (for any independent contractor work) 1099-R, Form 8606 for payments/distributions from IRAs or retirement plans 1099-S forms for income from sale of a property  \n1099-INT, -DIV, -B, or K-1s for investment or interest income SSA-1099 for Social Security benefits received  \nAlimony received  \nBusiness or farming income-profit/loss statement, capital equipment information Rental property income and expenses: profit/loss statement, suspended loss information  \nPrior year installment sale information-Forms 6252, principal and interest collected during the year, SSN and address for payer  \nMiscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.  \n© 1997-2013 Intuit Inc.  \nAdjustments to your income  \nThis following items can help reduce the amount of your income that is taxed, which can increase your tax refund, or lower the amount you owe.  \n Form 1098-E for student loan interest paid (or loan statements for student loans)  \n Form 1098-T for tuition paid (or receipts/canceled checks for tuition paid for post-high school)  For teachers: Canceled checks or receipts for expenses paid for classroom supplies, etc.  \n Records of IRA contributions made during the year  \n Receipts for any qualifying energy-efficient home improvements (solar, windows, etc.)  \n Records of Medical Savings Account (MSA) contributions  Self-employed health insurance payment records  \n Records of moving expenses  Alimony paid  \n Keogh, SEP, SIMPLE, and other self-employed pension plans  \nIf you itemize your deductions:  \nDeductions and credits  \nThe government offers a number of deductions and credits to help lower the tax burden on individuals, which means more money in your pocket. You’ll need the following documentation to make sure you get all the deductions and credits you deserve:  \nChild care costs: provider’s name, address, tax ID, and amount paid  \nEducation costs: Form 1098-T, education expenses  \nAdoption costs: SSN of child; records of legal, medical and transportation costs  \nForms 1098: Mortgage interest, private mortgage insurance (PMI), and points you paid Investment interest expenses  \nCharitable donations: cash amounts, official charity receipts, canceled checks; value of donated property; miles driven and out-of-pocket expenses  \nMedical and dental expense records  \nCasualty and theft losses: amount of damage, insurance reimbursements  \n© 1997-2013 Intuit Inc.  \nDeductions and credits (continued)  \nRecords/amounts of other miscellaneous tax deductions: union dues; unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.)  \nRecords of home business expenses, home size/office size, home expenses  \nRental property income/expenses: profit/loss statement, rental property suspended loss information  \nTaxes you’ve paid  \n State and local income taxes paid  Real estate taxes paid  \n Personal property taxes  \n Vehicle license fees based on value of vehicle  \nOther information  \nEstimated tax payments ma","cbCaigC4dGHEVIEr","https://ap.wps.com/l/cbCaigC4dGHEVIEr","pdf",174185,"English","# Most people will need\n## Personal information\n## Information about your income\n## Adjustments to your income\n## Deductions and credits\n## Taxes you’ve paid\n## Other information","[{\"question\":\"What personal information is needed before preparing an income tax return?\",\"answer\":\"The checklist lists Social Security numbers and dates of birth for you, your spouse, and dependents, along with last year’s tax return (helpful but not required) and bank account details if depositing a refund directly.\"},{\"question\":\"Which forms are commonly required to document income?\",\"answer\":\"It includes W-2 forms, multiple 1099 forms (such as 1099-C, 1099-G, 1099-MISC, 1099-R, 1099-INT/1099-DIV/1099-B), SSA-1099 for Social Security benefits, and alimony received.\"},{\"question\":\"What documentation supports deductions and credits?\",\"answer\":\"The checklist calls for records for items like childcare, education (Form 1098-T), adoption, mortgage interest and points, charitable donations, medical and dental expenses, and casualty or theft losses.\"}]","Tax Preparation Checklist | PDF",1790537484]