WHAT TO BRING

Employee Information

• W-2 Forms

Childcare Expenses

• Fees paid to a licensed day care center or family day care for care of an infant or preschooler
• Wages paid to a babysitter

Charitable Contributions

• Cash amounts donated to houses of worship, schools, other charitable organizations
• Records of non-cash charitable donations
• Mileage driven for charitable purposes

Medical Expenses

• Total amount paid for healthcare insurance and expenses; along with itemized receipts
• Health Insurance
  • Form 1095-A if you enrolled in an insurance plan through the Marketplace at HealthCare.org
  • Form 1095-B and/or 1095-C if you had insurance coverage through any other source
• Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace at HealthCare.org

Self-Employment Information

• Form 1099-MISC
• Schedule K-1
• Income records to verify amounts paid if not reported on a 1099-MISC
• Records of all expenses paid in 2017 related to your self-employment business

Retirement Information

• Total amount you contributed for 2017
• Total value of your retirement accounts as of Dec. 31, 2017
• Pensions, IRA, and other retirement income (Form 1099-R)
• Social Security Income

Rental Income

• Records of income and expenses paid in 2017
• Rental asset totals – cost, date placed in service for depreciation determination

State & Local Taxes or Sales Tax

• Amount of state/local income tax paid (other than wage withholding) or amount of state and local sales tax paid
• Invoice showing amount of vehicle sales tax paid

Financial Information

• Your bank account and routing number
• A list of taxes you paid the previous two years: including property taxes, state and local taxes and any estimated taxes payments you made

Educational Expenses

• Forms 1098-T from educational institutions
• Receipts that itemize qualified educational expenses
• Records of any scholarships or fellowships you received
• Form 1098-E if you paid student loan interest

Job Expenses

• Employment related vehicle expenses (tolls, mileage, gas, maintenance, license, property tax, interest expense, parking)
• Receipts for classroom expenses (for educators in grades K-12)
• Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
• Job-hunting expenses
• Record of moving expenses not reimbursed by employer