Tax Interview Checklist - Individual

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Wage statements - W-2s
Self-employment business income and expenses/1099-MISC
Commissions received/paid
Pension, retirement income - 1099-R
Unemployment income - 1099-G
Canceled Debt Amount - 1099-C
Social Security income - SSA-1099
IRA contributions
Statements on the sales of stocks or bonds - 1099-B
Interest and dividend income - 1099-INT, 1099-DIV
Lottery or gambling winnings/losses
State refund amount - 1099-G
Income and expenses from rentals
Alimony paid or received
Record of purchase or sale of residence

Medical and dental expenses, Proof of health insurance
Real estate and personal property taxes
State or local taxes paid
Estimated taxes or foreign taxes paid
Cash and non-cash charitable donations
Mortgage or home equity loan interest paid - 1098
Unreimbursed employment-related expenses
Job-related educational expenses
Educator expenses
Tuition and Education Fees - 1098-T
Student loan interest - 1098-E
Casualty or theft losses
Child care expenses and provider information
Social Security card(s)
Driver's License(s)
Dependents' Social Security numbers and dates of birth
Information concerning your Stimulus payment check
Last year's Federal and State tax return


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