PERSONAL
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Social Security Numbers for all members of the family
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W-2s for self and spouse
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All 1099 forms received
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Home purchase, sale and improvement documentation
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Medical expenses
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Mileage driven to receive medical services
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Charitable contributions
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Expenses you had to pay as an employee (uniforms, mileage, dues, etc.)
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Mortgage interest paid
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Tax preparation costs paid, safety deposit box fees paid, any other "miscellaneous deductible" items.
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BUSINESS
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Record of all income, including 1099 forms received
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Business travel records and amount spent
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Auto mileage records including mileage log and auto expenses paid
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Amount spent for your meals in the course of business (along with who you were
with and what you did)
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Records and amounts for any assets you purchased and sold
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If your business is in your home, records of repairs, rent, utilities and other
payments made for the whole house AND those specifically for your office space
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Bank charges
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Interest paid on business expenses
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