• 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