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| Tax Records You May Need For Your Tax Return |
 Income Records
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- Wage statements - W2's
- Commission and tip income
- Self-employment income (including independent contractor pay)
- Business income (K-1's from S & C corps, partnerships, LLC's, etc)
- Pension and retirement income
- Interest and dividend income
- State income tax refund amount from last year
- Sales of stocks, bonds, mutual funds, etc (include original purchase records)
- Social security or unemployment income
- Alimony received
- Income from investment property or rentals
- Lottery or gambling winnings and losses
- Records on sale of residence
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| Deductions
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- Medical, dental and prescription expenses
- Real estate and personal property taxes paid (may include DMV registration)
- Mortgage or home equity loan interest
- Educational expenses for you or any family member living with you
- Child care expenses and providor information, including qualifying primary education
- Expenses from investment property or rentals
- Self-employment expenses
- Unreimbursed employee expenses (uniforms, miles driven for your employer, etc)
- Cash and noncash charitable contributions
- Additional income taxes you paid
- Alimony or spousal support paid
| | Miscellaneous Documentation
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- Social security numbers and dates of birth for you, your spouse, and dependent children
- Last year's tax return
- Driver's license
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