Personal Information
- Social Security number or tax ID
- Spouse’s full name, Social Security number or tax ID, date of birth
- Identity Protection PIN (if applicable)
- Bank routing/account numbers for refunds/payments
- Foreign reporting and residency information (if applicable)
Dependent(s) Information
- Dates of birth and Social Security numbers or tax ID
- Childcare records (provider’s tax ID)
- Income of dependents/adults in the home
- Form 8332 (if applicable)
Sources of Income
Employed
- W-2 forms
Unemployed
- Unemployment (1099-G)
Self-Employed
- 1099s, Schedule K-1, other income records
- Expense records (receipts, statements)
- Business asset info for depreciation
- Office in home details
- Estimated tax payments (Form 1040-ES)
Rental Income
- Income/expense records
- Rental asset info for depreciation
- Estimated tax payments (Form 1040-ES)
Retirement Income
- Pension/IRA/annuity (1099-R)
- Traditional IRA basis
- Social Security/RRB (SSA-1099, RRB-1099)
Savings & Investments
- Interest/dividends (1099-INT, 1099-OID, 1099-DIV)
- Stock/property sales (1099-B, 1099-S)
- Health savings reimbursements (1099-SA, 1099-LTC)
- Cryptocurrency transactions
- Estimated tax payments (Form 1040-ES)
Other Income & Losses
- Payment card/third-party network transactions (1099-K)
- Gambling income (W-2G, records of expenses)
- Jury duty income
- Hobby income/expenses
- Prizes/awards
- Trust/royalty income (1099-MISC)
- Alimony records (with ex-spouse’s SSN)
- State tax refund
Deductions
Home & Vehicle
- Mortgage interest (1098)
- Property tax records
- Energy-saving home improvement receipts
- Electric vehicle info
Charitable Donations
- Cash donations
- Non-cash donation records
- Miles driven for charitable/medical purposes
Medical Expenses
- Healthcare payments (insurance, doctors, dentists, hospitals)
- Insurance premiums (non-Marketplace)
Health Insurance
- Form 1095-A (Marketplace plan)
Childcare Expenses
- Licensed daycare or family care fees
- Babysitter/provider fees for children under 13
- Dependent care flexible spending account
Educational Expenses
- Forms 1098-T (education institutions)
- Receipts for qualified educational expenses
- Scholarship/fellowship records
- Form 1098-E (student loan interest)
K-12 Educator Expenses
- Classroom expense receipts
State & Local Taxes
- State/local income or sales tax payments
- Vehicle sales/personal property tax
Retirement & Savings
- Form 5498-SA (HSA contributions)
- Form 5498 (IRA contributions)
Federally Declared Disaster
- Location of property/work
- Property loss/rebuilding cost records
- Insurance claims/reimbursements
- FEMA assistance info
