2019 Tax Refund Cycle Chart (When IRS releases refunds) 
(via refundschedule.com)

 

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Checklist of items to bring to your appointment:

Personal Information

  •  Your social security number or tax ID number and Driver's License

  •  Your spouse's full name and social security number or tax ID number and Driver's License

Dependent(s) Information

  •  Dates of birth and social security numbers or tax ID numbers (copies of ss cards)

  •  Childcare records (including the provider's tax ID number) if applicable

  •  Income of other adults in your home

  •  Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Sources Of Income

  • Employed

    •  Forms W-2

  • Unemployed

    •  Unemployment, state tax refund (1099-G)

  • Self-Employed

    •  Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099s

    •  Records of all expenses — check registers or credit card statements, and receipts

    •  Business-use asset information (cost, date placed in service, etc.) for depreciation

    •  Office in home information, if applicable (sq footage of space)

    •  Record of estimated tax payments made (Form 1040–ES)

  • Rental Income

    •  Records of income and expenses

    •  Rental asset information (cost, date placed in service, etc.) for depreciation

    •  Record of estimated tax payments made (Form 1040–ES)

  • Retirement Income

    •  Pension/IRA/annuity income (1099-R)

    •  Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)

    •  Social security/RRB income (1099-SSA, RRB-1099)

  • Savings & Investments or Dividends

    •  Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)

    •  Income from sales of stock or other property (1099-B, 1099-S)

    •  Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)

    •  Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

    •  Expenses related to your investments

    •  Record of estimated tax payments made (Form 1040–ES)

  • Other Income & Losses

    •  Gambling income (W-2G or records showing income, as well as expense records)

    •  Jury duty records

    •  Hobby income and expenses

    •  Prizes and awards

    •  Trusts

    •  Royalty Income 1099–Misc.

    •  Any other 1099s received

    •  Record of alimony paid/received with ex-spouse’s name and SSN

Types Of Deductions

  • Home Ownership

    •  Forms 1098 or other mortgage interest statements

    •  Real estate and personal property tax records

    •  Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)

    •  All other 1098 series forms

  • Charitable Donations

    •  Cash amounts donated to houses of worship, schools, other charitable organizations

    •  Records of non-cash charitable donations

    •  Amounts of miles driven for charitable or medical purposes

  • Medical Expenses

    •  Amounts paid for healthcare insurance and to doctors, dentists, hospitals

  • Health Insurance

    •  Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

    •  Form 1095-B and/or 1095-C if you had insurance coverage through any other source (e.g., an employer, insurance company, or government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)

    •  Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)

  • Childcare Expenses

    •  Fees paid to a licensed day care center or family day care for care of an infant or preschooler

    •  Wages paid to a baby-sitter

      Don't include expenses paid through a flexible spending account at work

  • Educational Expenses

    •  Forms 1098-T from educational institutions

    •  Receipts that itemize qualified educational expenses

    •  Records of any scholarships or fellowships you received

    •  Form 1098-E if you paid student loan interest

  • K-12 Educator Expenses

    •  Receipts for classroom expenses (for educators in grades K-12)

  • State & Local Taxes

    •  Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid

    •  Invoice showing amount of vehicle sales tax paid

  • Retirement & Other Savings

    •  Form 5498-SA showing HSA contributions

    •  Form 5498 showing IRA contributions

    •  All other 5498 series forms (5498-QA, 5498ESA)