Personal Information

• Social Security Card for Taxpayer, Spouse and Dependent(s)
• Unexpired Government ID
• Identity Protection Pin
• Current Address, Phone Number, and Email Address
• 2020, 2021 Tax Returns

Dependents Information

• Date of Births + Social Security Cards
• Childcare records (including provider's tax ID #) if applicable
• Income for dependents if applicable
• Non-biological Dependents: Documents proving residency and relationship of dependents
• 1098T for college students
• Disability statement for disabled dependents

Income

• Employed: Forms W-2
• Unemployed: Unemployment (1099-G)
• Self Employed: Forms 1099, Schedules K-1, income records to verify income that is not reported on  1099-MISC or 1099-NEC, and records of expenses of home/office/assets and any estimated taxes paid form 1040ES
• Rental Income: Records of income and expenses, rental asset information (cost, date, placed in service, etc. ) for depreciation record of estimated tax payments made (Form 1040-ES)
• Pension/IRA/annuity income (1099-R)
• Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
• Social security/RRB income (SSA-1099, RRB-1099)
• Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
• Income from sales of stock or other property (1099-B, 1099-S)
• Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
• Expenses related to your investments
• Record of estimated tax payments made (Form 1040–ES)
• Transactions involving cryptocurrency (Virtual currency)
• Gambling income (W-2G or records showing income, as well as expense records)

Deductions

• License Fees
• Business Expenses
• Forms 1098 or other mortgage interest statements
• Real estate and personal property tax records
• Receipts for energy-saving home improvements (e.g., solar panels, solar water heater) All other 1098 series forms
• Cash amounts donated to houses of worship, schools, other charitable organizations
• Records of non-cash charitable donations
• Amounts of miles driven for charitable or medical purposes
• Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals
• Health Insurance Form 1095-A if you enrolled in an insurance plan through the Marketplace
• Expenses paid through a dependent care flexible spending account at work
• Forms 1098-T from educational institutions
• Receipts that itemize qualified educational expenses
• Records of any scholarships or fellowships you received
• Form 1098-E if you paid student loan interest
• K-12 Educator Expenses Receipts for classroom expenses (for educators in grades K-12)
• State & Local Taxes Amount of state and local income or sales tax paid (other than wage withholding) Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles
• Form 5498-SA showing HSA contributions Form 5498 showing IRA contributions All other 5498 series forms (5498-QA, 5498-ESA)
• Records to support property losses (appraisal, clean-up costs, etc.)
• Records of rebuilding/repair costs Insurance reimbursements/claims to be paid FEMA assistance information

Covid Relief Credits/Deductions

• Letter 6419 from IRS showing all Advanced Child Tax Credit
• Dates you were affected by COVID to qualify for Self Employed Sick Leave Credits
• Letter 1444C that will show how much you received in EIP 3