pstrongApril 15th will be here before you know it. Getting prepared today will set you up for the most peace of mind and give you the best chance towards keeping all the money you’re entitled to for the past tax year./strong/ppThis exhaustive checklist will get you prepared to meet April 15th head-on. Go get it all together today!/ppstrongIndividual Info/strong/pullipTax Returns for the last 3 years/p/lilipTax ID or SSN/p/lilipAlimony Paid plus SSN of ex-spouse as well as their full name/p/lilipSpouse’s full name and SSN/p/li/ulpstrongDependents or Additional Adults in Household/strong/pullipForm 8332 if the custodial parent has released their right to claim dependents/p/lilipAny income from other adults living in your household/p/lilipRecords of childcare with the childcare giver’s tax ID/p/lilipAll the SSNs of dependents and their date of birth as well as their full name/p/li/ulpstrongRecords and Forms from Education Costs/strong/pullipReceipts from educational costs that you wish to itemize and meet qualification criteria/p/lilipAny forms such as a 1098-T from an academic organization/p/lilipRecords of student loans interests like form 1098-E, awarded scholarships or fellowships/p/li/ulpstrongPlace of Work Forms/strong/pullipW-2 form if employed/p/lilip1099-MISC, Schedules k-1 as well as records of income that are not included in the 1099s/p/lilipAll expense records (receipts, bank statements, etc.)/p/lilipInformation on assets used for business to depreciate/p/lilipHome office info—square footage of home used exclusively for business and percent of home utilities used exclusively for business/p/li/ulpstrongWork Automobile Info/strong/pullipComplete log of miles driven for work outside of normal commute/p/lilipParking and Tolls Receipts/p/lilipFor itemizing all costs, you’ll need receipts for all gas, maintenance, licenses and loan or lease interests/p/li/ulpstrongProof of Income on Property You Rent Out/strong/pullipRecords of income from renters (bank statement etc.)/p/lilipAny records on assets that can be depreciated/p/li/ulpstrongRetirement Records/strong/pullip1099-R for IRA, Pension or Annuity/p/lilip1099-SSA and/or RRB-1099 for Social Security and/or Railroad Retirement Board Income/p/lilipForm 5498 for IRA contributions/p/lilipIRA basis/p/li/ulpstrongInvestments and Savings/strong/pullip1099-INT Interests/p/lilip1099-OID Original Issue Discount/p/lilip1099-DIV Dividends/p/lilip1099-B Proceeds from Broker Sale/p/lilip1099-S Proceeds from Real Estate Sale/p/lilipDates of acquired investments/savings interests/p/lilipRecords of costs associated with investments/p/lilipRecords of sold property not reflected in 1099s/p/li/ulpstrongRecords for Miscellaneous Credits and Deductions/strong/pullipJob search expenses (LinkedIn Premium payments, resume creation and printing, interview travel expenses not reimbursed by the potential employer, etc)/p/lilipEstimated taxes paid/p/lilipQualified deductions for energy efficient home upgrades/p/lilipEmployment costs for trade publications, association fees, uniforms and so on/p/lilipLast year’s tax preparation costs/p/lilipCosts incurred as a result of investments/p/lilipMiles and Travel Expenses for Charity/p/lilipAssets Donated to Charity/p/lilipMoney Donated to qualified non-profits/p/lilipAuto sales tax paid/p/lilipProperty taxes paid/p/lilipAmount of both state and tax income paid not including taxes withheld/p/lilip1098 Mortgage Forms/p/lilipNon-reimbursed moving expenses/p/lilipHSA Payments, Form 5498-SA/p/lilipTeachers out of pocket expenses for grades K-12/p/li/ulpstrongAny Records from Disasters Federally Declared  /strong/pullipName of the City, County that the property is in or your place of work was in/p/lilipProof of losses such as restoration costs and appraisals before and after disaster/p/lilipInsurance reimbursements/p/lilipFEMA Assistance/p/li/ul