It's as simple as a punchlist, really. If you are able to gather the following documents then you're well on your way to way to getting your taxes done both easily and accurately. The list is as follows -
- A copy of last year's tax return
- Social Security Numbers for yourself and your spouse if applicable.
- Social Security Numbers for your dependents if applicable.
- Forms W-2 from all of your employers
- Forms 1099 showing interest paid to you throughout the year
- Form 1099-G showing any refund, credit or offset of state and local taxes
- All receipts pertaining to your small business sole proprietorship if applicable
- Forms 1099-DIV and Forms 1099-R
- Income receipts from rental, real estate, partnerships, S corporation, trusts
- Unemployment compensation
- Social Security benefits




