• W-2/1099-Nec Forms
• Mortgage Form 1098
• Bank Account Information
• Electric Vehicle Purchase Documents (If Applicable)
• Record of Sales for Bitcoin or Digital Assets (If Any)
• Copies of Soc. Sec. Cards
• Income/Expense Documents

Personal Information

• Your SSN or ITIN
• Your spouse’s and Dependents full name, SSN or ITINs and date of birth
• Form 1098-T for College Education Expense (If Any)
• IRS Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
• Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose

Dependent’s Information

• Dates of birth and social security numbers or tax ID numbers
• Babysitting or Childcare records (including the provider’s tax ID number) if applicable
• W-2 Forms or other income information (If dependent worked or had income)

Income Documents

Employees

• W-2 Forms
• Unemployment (1099-G)
• Interest on Savings or Escrow Accounts

Self-Employed

• 1099-Misc Forms
• 1099-NEC
• Schedules K-1
• Business-use vehicle information (cost, date placed in service, etc.) for depreciation
• Business Mileage Information
• Record of estimated tax payments made (Form 1040–ES)
• Office in home information, if applicable

Other Income

• Rental Property Records of income and expenses
• State tax refund
• IRA, 401-K Retirement Contributions or Distributions
• Income from sales of stock or other property (1099-B, 1099-S)
• Transactions involving cryptocurrency (Virtual currency)
• If you sold a house, Settlement Agreements of Purchase and Sale of property
• Health Savings Account and long-term care reimbursements
• Gambling income (W-2G or records showing income, as well as expense records)
• Record of alimony paid/received with ex-spouse’s name and SSN

Expenses and Deductions

• Medical expenses, including healthcare, insurance, and to doctors, dentists, and hospitals
• Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
• Forms 1098 or other mortgage interest statements
• Real estate and personal property tax records
• Donations to churches, schools or other charitable organizations
• Education Expenses Forms 1098-T from educational institutions
• Student Loan Interest Form 1098-E
• Any other expense document