Gathering Your Papers

By getting your paperwork in order before you get started, completing your tax return will be easier and less time consuming. Some of the items you might want to gather are listed below.

Income Documents

• Wage statements: Form W-2

• Interest income statements: Form 1099-INT and 1099-OID

• Dividend income statements: Form 1099-DIV

• Proceeds from broker transactions: Form 1099-B

• Undistributed capital gain from a mutual fund or REIT: Form 2439

• Tax refunds and unemployment compensation: Form 1099-G

• Miscellaneous income including rent: Form 1099-MISC

• Sale of your home or other real estate: Form 1099-S

• Retirement plan distributions: Form 1099-R

• Gambling winnings: Form W-2G

• Partnership: Schedule K-1

• Estate or trust: Schedule K-1

• Other business, farm and rental documents

Deduction Documents

• Home mortgage interest: Form 1098

• Real estate

• State and local income tax: your 2009 return and 2010 estimated tax vouchers

• Charitable contributions

• Child and dependent care expenses

• IRA contributions

• Medical expenses

• Personal property tax

• Casualty or theft losses

• Employee business expenses

• Moving expenses

• Student loan interest

• Other miscellaneous deductions

Additional Information

• What to keep as records and receipts and for how long (Publication 17)

• The Shoebox feature helps you easily find where to enter your receipts

• Importing financial data from personal finance programs

• Check our Web site for the latest program and tax law updates