Required Documents
- Drivers License or State ID
- Social Security Card
- Proof of Residence for dependents claiming EIC
- Dependents Social Security Card
Additional Tax Resources
Income Documents
- W-2 (Job Income)
- Investment income: Forms 1099 (INT, DIV, B) K-1s, and stock option information
- Income from state and local income tax refunds and/or unemployment: Forms 1099-G
- IRA/pension distributions: Forms 1099-R, 8606
- Rental property income/expense, rental property suspended loss information
- Social Security benefits: Forms SSA-1099
- Taxable alimony received
- Business or farming income: profit/loss statement, capital equipment information
- If you use your home for business: home size, office size, home expenses, office expenses
- Income from sales of property: Form 1099-C, original cost and cost of improvements, escrow closing statement, cancelled debt information
- Prior year installment sale information: Forms 6252, principal and Interest collected during the year, SSN and address of payer
- Miscellaneous income: jury duty, gambling, Medical Savings Account, scholarships, and etc.
Other Tax Documents
- IRA contributions
- Energy credits
- Student loan interest
- Medical Savings Account (MSA) contributions
- Moving expenses (tax years prior to 2018 only)
- Self-employed health insurance payments
- Self-employed pension plans
- Alimony paid that is tax deductible
- Educator expenses
- State and local income taxes paid
- Real estate taxes paid
- Personal property taxes, vehicle license fee based on value
- Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file
- Direct deposit info: routing and account numbers
- Foreign bank account info: location, name of bank, account number, peak value during the year
Deduction Documents
- Advance Child Tax Credit payment
- Child care costs: Provider name, address, tax id, and amount paid
- Education costs: Forms 1098-T
- Adoption costs: SSN of child, legal, medical, and transportation costs
- Mortgage interest and points paid: Forms 1098
- Investment interest expense
- Charitable donations: amount, value of donated goods, miles driven, and out-of-pocket expenses
- Casualty and theft losses: amount of damage, insurance reimbursements
- Other miscellaneous tax deductions: union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc. - for tax years prior to 2018 only)
- Medical and dental expenses
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