*Basic Info
Name, SSN or ITIN, and date of birth
Last Year’s Return – hard copy or PDF file
Estimated Taxes Paid
*Documents Received
Form W-2s – wage and tax statements
Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B), and employer-provided health insurance offer and coverage (1095-C)
Form 1098s – includes mortgage interest (1098) and student loan interest (1098-E)
Form 1099s – includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third-party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of a home or real estate (1099-S), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G)
Form 2439s – notice to shareholder of undistributed long-term capital gains
Schedule K-1s – partnership, S Corporation, and estate or trust income
*Personal Records
Child and Dependent Care Expenses
Education Expenses
Medical Expenses
Vehicle (Personal Property) Taxes Paid
*Personal Records
Real Estate Taxes
Mortgage Interest Paid
Charitable Contributions
Business or Employee Expenses
Gambling Expenses
Investment Transactions
Retirement Contributions
Foreign Earned Income and Foreign Taxes Paid
Moving Expenses
*E-File/Print
Bank Information (Account and Routing Number for Direct Deposit/Withdrawal)
Prior year’s Self-Select PIN or Prior year’s AGI (Adjusted Gross Income)
Driver’s license