Paperwork You Need For Tax Time

Below is a list items to collect before you start your taxes. Make a tax folder and start collecting the paperwork you have now.

• Last year’s tax return
• Employment W-2s
• Form 1099-MISC – Internal Revenue Service
• Property tax receipts
• Mortgage interest statement
• Energy efficient home improvement receipts
• Charitable donation receipts
• Retirement account contributions/distribution documents
• Investment interest or dividends
• College tuition statements
• Child care costs
• Student loan interest