• Original Social Security cards for yourself, your spouse, and your dependents 
• Obamacare Form 1095 a; 1095 b or c Health Ins Card(s) 
• Voided check or other note with the financial account and routing numbers, if you want to use direct debit or deposit for tax payment or refund  
• W-2s for wages, 1099s for interest, dividends, retirement distributions,unemployment, state income tax refunds, etc. 
• Tip income records 
• Records of gambling profits and losses 
• Cash income received record, such as from odd jobs and tips 
• Alimony received 
• Capital gains and losses records, such as brokerage account annual statements 
• Form K-1s from any estates, partnerships or S-corporations. These usually are not sent out until March. 
• Amount of IRA contributions 
• Amounts paid for child care and to whom (name, address, SSN or EIN) 
• Tuition and other education expenses paid for yourself, spouse, and/or dependents 
• Student loan interest paid 
• Record of any estimated taxes paid to IRS or a state 
• Property tax receipts 
• Form 1098 (or other) reporting home mortgage interest 
• Receipts or record of medical, drug, and dental unreimbursed expenses, including medical insurance or long term care insurance premiums 
• Itemized record of charitable gifts. Any over $250 must include a signed receipt from the charity 
• Any records related to starting or operating your own business, including rental property 

 If you are self employed you're record keeping requires a bit more finesse. You need proof of every deduction you claim. NO RECEIPT = NO DEDUCTION. I always advise my clients to total up all of their receipts for business into separate categories such as supplies, advertising, repairs, etc. Then bring in the totals. This saves a ton of time for everyone and I guarantee will make your preparer very happy.