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Most non-business taxpayers will need to provide copies of Forms W-2 and 1099 that they receive in January and February. Other items include statements for charitable contributions, property tax payments, mortgage interest statements, and health insurance information. To help gather their necessary documents, we give each of our clients an organizer at the beginning of the year. Additionally, we always want new clients to provide a copy of their prior-year tax return to help ensure that we have all the documents necessary to prepare a complete return. New clients will also need to provide a limited amount of personal information, including dates of birth, phone numbers, and email addresses.

You can claim a qualifying child or a qualifying relative as a dependent. In some limited circumstances, a non-relative will meet the requirements of a qualifying relative. There are certain requirements to meet to claim a dependent as a qualifying child or a qualifying relative.

Typically, medical expenses are difficult to deduct. Medical expenses are part of your itemized deductions, so non-itemizers cannot deduct medical expenses. If you do itemize, you are limited to only deducting unreimbursed medical expenses above a percentage of your adjusted gross income. Because of this income limitation, you usually either need to have a lot of medical expenses or not a lot of income to deduct medical expenses.

You should keep your tax documents for seven years, and your tax returns forever. Additionally, documents related to property ownership should be kept if you continue to own the property. This answer may be enough for most personal tax returns, but a business can accumulate thousands of documents over a seven-year period. To help narrow down what documents can be disposed of earlier than seven years, we have prepared a record retention guide.

Click here to download our guide.