Preparing to eFile Your Taxes

Below are some documents or other pieces of information you might need before you efile your taxes.

You can print this list, look it over, and check off any items that you have.

General Income

• W-2 form(s) for wages, salaries and tips
• Interest income statements: Form 1099-INT & 1099-OID
• Dividend income statements: Form 1099-DIV
• Sales of stock, land, etc.: Form 1099-B
• Sales of real estate: Form 1099-S
• State Tax Refunds: Form 1099-G
• Alimony received or paid
• Unemployment Compensation Received
• Miscellaneous income: Form 1099-MISC

Retirement Income

• Retirement income: Form 1099-R
• Social Security and Railroad Retirement income
• Form SSA-1099

Business Income

• Business Income and Expenses
• Rental Income and Expenses
• Farm Income and Expenses
• Form K-1 Income from Partnerships, Trusts and S-Corporations
• Miles traveled for business purposes

Credits

• Child Care Provider Address, I.D. Number and Amounts Paid
• Adoption Expense Information
• Foreign Taxes paid

Deduction Expenses

• Medical Expenses for the Family
• Medical Insurance Paid
• Prescription Medicines and Drugs
• Doctor and Dentist Payments
• Hospital and Nurse Payments
• Miles traveled for medical purposes

• Home Mortgage Interest from Form 1098
• Home Second Mortgage Interest Paid

• Real Estate Taxes Paid
• State Taxes Paid with last years return (if itemized)
• Personal Property Taxes Paid

• Cash Contributions to Charities
• Fair Market Value of Non-cash Contributions to Charities
• Unreimbursed expenses related to volunteer work
• Miles traveled for volunteer purposes

• Casualty and Theft Losses
• Amount paid to Professional Preparer last year
• Unreimbursed expenses related to your job
• Union and Professional Dues
• Investment expenses
• Job-hunting expenses

• IRA Contributions
• Student Loan Interest Paid
• Moving Expenses

Payments

• Estimated Payments made with ES Vouchers
• Last years tax return overpayment applied to this year
• Off Highway fuel taxes paid

General Information

• Social Security Numbers for you and your spouse
• Educational Expenses for you and your spouse
• Dependents Names, Year of Birth and Social Security Numbers
• Dependents post high school Educational Expenses
• Child Care Expenses for each Dependent
• Routing Transmit Number (RTN)(For direct deposit/debit purposes)
• Bank Account Number (BAN)(For direct deposit/debit purposes)