Tools And Resources
Our complete set of calculators is listed below. Feel free to try them out as often as you like.
Social Security Numbers & DOB (including spouse and children) .
Child care provider tax I.D. / SSN and address.
Auto loans and leases (account numbers and car value) if vehicle used for business.
Student loan interest paid: Form 1098-E.
Early withdrawal penalties on CDs and other fixed time deposits
W-2 forms for this year.
Jury duty pay
Prizes and awards
Personal property tax information.
Department of Motor Vehicles fees (only if including sales or property tax).
Sales tax on purchase.
All 1095-A Forms from marketplace providers (if you purchased insurance through a Marketplace).
Records of credits and/or advance payments received from the Premium Tax Credit (if claiming).
Education expenses (tuition and fees).
Child care expenses.
Residential address(es) for this year.
Mortgage interest: Form 1098.
Real estate taxes paid.
Estimated tax vouchers for the current year.
Self-employment SEP plans, Simple IRA.
Proceeds from broker transactions: Form 1099-B.
Retirement plan distribution: Form 1099-R.
Capital gains or losses.
State and local income taxes.
IRA, Keogh and other retirement plan contributions.
Education expenses (tuition and fees): Form 1098-T.