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Personal Information Your social security number Your spouse’s full name and social security number Amount of any alimony paid and ex-spouse’s social security number Other people who may belong on your return Dates of birth and social security numbers Childcare records (including the provider’s ID number) if applicable Approximate income of other adults in your home (not spouse, if you’re filing jointly) Form 8332, copies of your divorce decree, or other documents proving your right to claim a child living with your ex-spouse Education Payments Bills from educational institution or anything else that itemizes what you paid or got loans for versus what was covered by scholarship or other financial aid Forms 1098-T and 1098-E, if you have them Scholarships and fellowships Employee Information Forms W-2 Self-Employment Information Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s Records of all expenses – check registers, credit card statements Vehicle Information Total miles driven for the year (or beginning/ending odometer readings) Total business miles driven for the year Amount of parking and tolls paid If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc. Rental Income Records of income and expenses Retirement Income Pension/IRA/annuity income (1099-R) Social security/RRB income (1099-SSA, RRB-1099) Savings and Investments Interest, dividend income (1099-INT, 1099-OID, 1099-DIV) Income from sales of stock or other property (1099-B, 1099-S) Dates of acquisition and records of your cost or other basis in property you sold Other Income Unemployment, state tax refund (1099-G) Gambling income (W-2G or not, expense records) Amount of any alimony received and ex-spouse’s name Health care reimbursements (1099-SA) Jury duty records Hobby income and expenses Prizes and awards Itemizing Deductions Forms 1098 or other mortgage statements Amount of state/local income tax paid (not withheld) Real estate and personal-property tax records Cash amounts donated to houses of worship, schools, other charitable organizations Records of non-cash charitable donations Amounts paid for health-care insurance and to doctors, dentists, hospitals Amounts of miles driven for charitable or medical purposes Expenses related to your investments Amount paid for preparation of your 2005 tax return Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel) Job-hunting expenses IRA Information Amount contributed for 2006 (and 2007, if applicable) Traditional IRA basis Value of IRAs on 12-31-06 Other Items Phone bills, from February 28, 2003 to August 1, 2006 if claiming the actual excise tax refund, otherwise a standard refund can be applied |