HEALTHCARE INSURANCE
>Form 1095-A if you enrolled in an insurance plan through the Marketplace
MEDICAL EXPENSES
>Amounts paid for insurance and healthcare, and to doctors, dentists, and hospitals
>Amounts paid for qualified insurance premiums (if paid outside of the marketplace or an employer provided plan)
CHARITABLE DONATIONS
>Cash amounts donated to houses of worship, other charitable organizations, and schools
>Amounts of miles driven for charitable or medical purposes
>Records of non-cash charitable donations
HOME AND VEHICLE OWNERSHIP
>Real estate and personal property tax records
>Electric vehicle information
>Forms 1098 or other mortgage interest statements
>All other 1098 series forms
>Receipts for energy-saving home improvements
CHILDCARE EXPENSES
>Fees paid to a licensed day care center or family day care of an infant or preschooler
>Expenses paid through a dependent care flexible spending account at work
>Amounts paid to a baby-sitter or provider care of your child under age 13 while you work
EDUCATIONAL EXPENSES
>Forms 1098-T from educational institutions
>Receipts that itemize qualified educational expenses
>Form 1098-E if you paid student loan interest
>Records of any scholarship or fellowships you received
K-12 EDUCATOR EXPENSES
>Receipts for classroom expenses (grades K-12)
RETIREMENT & OTHER SAVINGS
>Form 5498-SA showing HSA contributions
>Form 5498 showing IRA contributions
>Other 5498 series forms (5498-QA, 5498-ESA)
STATE AND LOCAL TAXES
>Amount of state and local income or sale taxes paid
>Invoice showing amount of vehicle sales tax paid and/or personal property tax on vehicle
FEDERALLY DECLARED DISASTER
>Records to support property losses
>Records of rebuilding/repair costs
>FEMA assistance information
>Insurance reimbursements to be paid
>City/county you lived/worked/had property in
