What’s Needed To File Taxes Macon GA

3 min readFeb 27, 2020

What Do I Need To Bring To Get My Income Taxes Done?

Tax Identification Numbers are necessary items on your tax prep checklist. All taxpayers will need the following information.

Your social security number or tax ID number
Your spouse’s full name and social security number or tax ID number

Dependent(s) Information

Parents and caregivers should gather this information as they review what they need to file their taxes.

Dates of birth and social security numbers or tax ID numbers
Childcare records (including the provider’s tax ID number) if applicable
The income of other adults in your home
Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Sources of Income

Many of these sources won’t apply every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity.

Employed

Forms W-2

Unemployed

Unemployment, state tax refund (1099-G)

Self-Employed

Tax Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099s
Records of all expenses — check registers or credit card statements, and receipts
Business-use asset information (cost, date placed in service, etc.) for depreciation
Office in home information, if applicable
Record of estimated tax payments made (Form 1040–ES)

Rental Income

Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Record of estimated tax payments made (Form 1040–ES)

Retirement Income

Pension/IRA/annuity income (1099-R)
Traditional IRA basis (i.e., amounts you contributed to the IRA that was already taxed)
Social security/RRB income (1099-SSA, RRB-1099)

Savings & Investments or Dividends

Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Revenue from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or another basis in property you sold (if the basis is not reported on 1099-B)
Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
Expenses related to your investments
Record of estimated tax payments made (Form 1040–ES)
Transactions involving cryptocurrency (Virtual currency)

Other Income & Losses

Gambling income (W-2G or records showing income, as well as expense records)
Jury duty records
Hobby income and expenses
Prizes and awards
Trusts
Royalty Income 1099–Misc.
Any other 1099s received
Record of alimony paid/received with ex-spouse’s name and SSN

Types of Deductions

The types of deductions you can take depend a lot on your life situation. Likely, you won’t need all of the records listed below for your tax documents checklist.

Home Ownership

Forms 1098 or other mortgage interest statements
Real estate and personal property tax records
Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
All other 1098 series forms

Charitable Donations

Cash amounts donated to houses of worship, schools, other philanthropic organizations
Records of non-cash charitable donations
Amounts of miles driven for charitable or medical purposes

Medical Expenses

Amounts paid for healthcare insurance and to doctors, dentists, hospitals

Health Insurance

Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

Childcare Expenses

Fees paid to a licensed daycare center or family daycare for the care of an infant or preschooler
Wages paid to a babysitter
Don’t include expenses paid through a flexible spending account at work

Educational Expenses

Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest

K-12 Educator Expenses

Receipts for classroom expenses (for educators in grades K-12)

State & Local Taxes

Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Invoice showing the amount of vehicle sales tax paid