United States – Documents Needed

Jan 1, 2014

United States

Income

  • Earned income: W-2, 1099-MISC, Gross income from business
  • Investment income: 1099-DIV, 1099-INT, 1099-B, K-1, etc
  • Rental income
  • Other income: Social Security (SSA-1099), Pension (1099-R), Unemployment compensation or State tax refund (1099-G), Alimony received, etc

Deductions

  • Education expenses (1098-T), Student loan interest (1099-E)
  • IRA/SEP/401k contributions
  • Self-employed health insurance, Medical savings account
  • Child care expense, Adoption expense
  • Itemized deductions: Medical+dental bills, State/city/local taxes paid, Personal property tax, Real estate tax, Sales tax, Mortgage interest paid, Charitable contributions, Miscellaneous expenses, etc
  • Other dedutions: Alimony paid, Teacher expense, Foreign tax credit, Residential energy credit

Other Information

  • Estimated State/Federal payments

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