Personal
- Full legal name, date of birth and social security number for yourself, your spouse and any others you are claiming as a dependent
- Prior year tax return (if a new client)
- W2 for each job for each person from above
- 1099-INT, 1099-DIV, 1099-OID, 1099-B for investment or interest income statements
- K-1 and 1099-MISC for all self employment income
- 1099-R for pensions, IRAs and annuities
- 1099-SSA and 1099-RRB for social security/RRB income
- Rental property income and expenses
- Support for other income such as unemployment/state tax refund (1099-G), gambling income (W-2G), alimony received, health savings account (1099-SA), long-term care reimbursements (1099-LTC), jury duty pay, scholarships and fellowships
- Form 1095-A if enrolled in insurance plan through the Exchange
- Form 1095-B or 1095-C if you had coverage through employer, insurance coverage or government health plan
- Form 1098 for mortgage interest
- Real estate taxes paid and personal property tax records
- Closing statement(s) for sale/purchase of primary residence
- Form 1098-T and itemized receipts for qualified educational expenses
- Form 1098-E for student loan interest
- Form 5498 for IRA contributions
- Form 5498-SA for Health Savings Account contributions
- Invoice showing amount of vehicle sales tax paid
- Donor letter for cash amounts donated to charitable organizations
- Records for non-cash contributions
- Records for medical and dental costs
- Records of estimated tax payments paid
- Alimony expenses paid