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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