Taxpayer Information
- Full legal name, address, and date of birth
- Social Security numbers for taxpayer, spouse, and dependents
- Bank account and routing number for direct deposit
Income Documents
- W-2 Wage Statements
- 1099 Forms (NEC, MISC, INT, DIV, B, etc.)
- Self-employment income records
- Rental income records
- Unemployment income (1099-G)
- Social Security benefits (SSA-1099)
- Any other income received
Business Information (If Applicable)
- Total income / sales
- Expense records (supplies, advertising, software, etc.)
- Mileage logs or vehicle expenses
- Home office expenses
- Equipment purchases
Deductions and Credits
- Mortgage interest (Form 1098)
- Property tax payments
- Charitable contributions
- Medical expenses
- Student loan interest (1098-E)
- Education forms (1098-T)
- Childcare expenses (provider name, address, EIN/SSN)
Investments & Retirement
- Brokerage statements
- Stock or cryptocurrency transactions
- Retirement contributions
- Retirement distributions (1099-R)
Additional Documents
- Prior year tax return
- Health insurance forms (1095-A, B, or C)
- Estimated tax payments
*Please note that this is a general overview and documents not listed above may be required*