Education
Gather documentation for these expenses and bring Form 1098-T when applicable.
What are education expenses and tuition?
Gather provider information and amounts paid for this potential credit.
What are childcare expenses?
Keep records of qualifying contributions to these accounts.
What are retirement contributions?
Keep records of interest paid on these loans.
What is student loan interest?
Tell your preparer about eligible expenses related to this process of growing your family.
What are adoption expenses?
Ask whether contributions to this type of retirement account could affect your return.
What is an IRA?
Do not assume a payment is deductible. Instead, ask this person.
Who is your tax preparer?
Keep receipts and records for these qualifying gifts.
What are charitable donations?
Self-employed taxpayers should track these expenses and mileage throughout the year.
What are business expenses?