H&R Block. Personal Information Social Security Number (SSN) or ITIN Spouse’s Full name and SSN Date of Birth and the SSN for anyone who you will put on your return Approximate income of other adults in your home (not spouse, if filing jointly) Income Documents 1099-G Form (Unemployment, state tax refund) Gambling Income (W-2G or records showing income, as well as expenses) Jury duty records Hobby income Prize or award Income Other 1099 Income (1099-R, 1099-DIV, 1099-INT, 1099-G) Self-employment income and expenses, including any home office expenses; health insurance premiums paid, transportation or advertising fees Rental property documents Credit Information Childcare records with the provider’s ID number, if applicable Childcare and dependent care expenses Expenses for any energy-efficient home improvements Tuition or fees paid for education for you, spouse or dependents Deduction Information Mortgage statements (Forms 1098 or other) Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid Real estate and personal property tax records Vehicle sales tax forms (invoice showing amount paid) HUD statement showing closing date home purchase Charitable donations records or receipts – cash amounts donated to houses of worship, schools, or chartable donations. Records of non-cash charitable donations Amounts paid for healthcare insurance and to doctors, dentists, and hospitals Amount of miles driven for charitable, medical purposes or work related Expenses related to your investments Amount paid for preparation of your 2009 tax return Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel) Job-hunting expenses Amount paid for preparation of your last year’s taxes, copy of last year’s return Moving expenses, if you moved for a job Other Information Retirement account rollovers Health care reimbursements (1099-SA or 1099-LTC) Contributions to retirement plans Download the the tax filing checklist pdf here]]>
