Tax Documents To Save
Documents To Save for Tax Purposes
- W2s from all jobs
- Records of any other income (for example self-employment)
- Expenses from self-employment
- Interest statements from banks and credit unions
- Dividends received
- State refund from previous year
- Alimony payments (paid or received)
- Stock purchases and sales
- IRA, pension, or annuity distributions
- Unemployment compensation
- Social security benefits
- Hobby income
- Lottery winnings and losses
- Receipts for out-of-pocket educator expenses (teachers only)
- Moving expenses (if you moved for your job)
- Interest paid on student loans
- Education expenses (tuition, books, room, board, etc.)
- Child care expenses
- Receipts and paperwork for large energy efficient appliances
- Medical expenses paid out of pocket
- Real estate taxes and car taxes paid
- Interest paid on first and second mortgages
- Charitable contributions: cash and noncash
- Visit http://www.irs.gov/pub/irs-pdf/p526.pdf for details on qualifying contributions
- Unreimbursed employee expenses (for example travel, uniforms, etc.)
- Tax preparation fees paid for the previous year
Remember to Always Save Your Receipts!
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