ROR Tax Professionals

Marriage

Prior year return of both spouses

Divorce

Copy of the divorce decree

Birth or Adoption

Social Security cards and adoption papers

Death of child or spouse

Date of death

Additional members of household

Date of occupancy and relationship

Job change

Start date and name of new employer W-2s from new and old employers

Unemployment

Form 1099-G

Retirement contribution

Type of plan and amount

Retirement distributions

Form 1099-R

Social Security benefits

Form 1099-SSA

Sale of stocks, bonds, etc.

Form 1099-B or other sale documents

Purchase of stocks, bonds, personal residence, real estate

Purchase documents; closing papers

Inheritance

Will; K-1 from the estate

Rental Property

Income, expenses, new property purchased

Prizes

Form 1099-MISC; value of prizes not included on 1099-MISC

Lottery or Gambling winnings

Total amount won whether on W-2Gs or not; total amount of losses

Health Insurance, medical, dental, or drug expenses

Health insurance premiums; if it is an employer-sponsored plan, know whether it is paid with pretax dollars; totals of other medical, dental, and drug expenses

State income or property taxes paid

Prior year’s income tax return; property tax bills; closing papers from the purchase or sale of property; letter from the state regarding any change in a prior filed return

Charitable contributions of money, property or out-of-pocket expenses

Date and type of contributions, knowledge that receipts from the organizations have been received; mileage log for charitable work

Trade any property

Date of trade, property given up and property received, basis and FMV; qualified intermediary sales agreement or closing papers

Start or end a small business

Formation or termination dates; Property contributions or distributions

Lawsuit Settlements

Date received; reason for the settlement; 1099-MISC

Purchase or refinance a home

Closing papers from purchase; Forms 1098