- Social Security Card(s)
- Driver’s License(s)
- Dependents’ Social Security Numbers & Dates of Birth
- Last Year’s Federal and State Tax Returns
- Wage Statements – Form W-2
- Pension or Retirement Income – Form 1099-R
- Interest and Dividend Income – Form 1099-INT/Form 1099-DIV
- State Income Tax Refund Amount – Form 1099-G
- Social Security Income – Form SSA-1099
- Unemployment Income – Form 1099-G
- Commissions Received/Paid
- Sales of Stocks or Bonds – Form 1099-B
- Self-Employed Business/Farm Income & Expenses – Form 1099-MISC
- Lottery or Gambling Winnings – Form W-2G
- Lottery or Gambling Losses
- Income and Expenses From Rentals
- Income from Partnerships, S Corporations, Trusts, and Estates – Schedule K-1
- IRA Contributions
- Alimony Paid or Received
- Child Care Expenses & Provider Information
- Medical, Eye Care, and Dental Expenses
- Cash and Noncash Charitable Donations
- Record of Purchase or Sale of Residence
- Mortgage or Home Equity Loan Interest Paid – Form 1098
- Real Estate and Personal Property Taxes Paid
- State or Local Sales Taxes Paid
- Unreimbursed Employment-Related Expenses
- Job-Related Educational Expenses
- Educator Expenses
- Tuition and Education Fees – Form 1098-T
- Student Loan Interest – Form 1098-E
- Casualty or Theft Losses
- Estimated Taxes
- Foreign Taxes Paid