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Individuals
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Last Year’s Tax Returns, State and Federal
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W-2s
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Form 1099’s from Banks, Brokerages for investment income
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Form 1098 Mortgage Interest
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Medical Expenses for the year, unless already claimed under a flexible benefits program
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Dependent child care expenses, plus the name and SSN or EIN of your provider and the amount paid during the year unless already claimed under a flexible benefits program.
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Charitable Contributions
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Car Registration Paid
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Unreimbursed business expenses or unreimbursed teacher’s classroom expenses
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Records of any other employment, unemployment compensation or other sources of income (such as lottery winnings)
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IRA contributions
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Tuition Expenses (Form 1099T)
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Gains/Losses on sale of stock with acquisition dates & stock basis
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Student Loan interest
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Alimony paid or received
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Unreimbursed Moving Expenses
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Education Expenses for K-12 - see "Iowa Tuition & Textbook Credit Flyer" link below for more information.
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Any other losses, such as theft.
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H.S.A. contributions or withdrawals
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If Self Employed - also provide the following
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List of all Business expenses categorized and with receipts. If not exclusively for business purposes, the percentage business vs. personal.
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Payroll Information on any employees you have. (See 1099, W2 Information Sheets below)
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Mileage driven for business purposes & total miles driven (Mileage log links below)
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Assets acquired during the year
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Depreciation schedule for assets held
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Health Insurance Paid
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If using credit card for purchases, all statements with purchase descriptions
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Bank statements for year
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Log of meals and/or entertainment
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Names and SSN or EIN of individuals that you paid for their services of $600 or more in the tax year
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Square footage of home office and square footage of entire home
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Utility bills
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Insurance Bills
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Property Tax Bill (for house or business building)
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If selling a tangible product, inventory value at the beginning of the year and the end of the year.
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