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Social Security Card(s)
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Drivers License(s)
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Dependents' Social Security Numbers and dates of birth
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Wage Statements (W-2)
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Last Years Return (if available)
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Pension, Retirement income,1099-R(s)
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Interest and dividend income commissions, (1099-INT, 1099-DIV)
o
Sales of stocks or bonds
o
Self-employed business income, (1099-MISC)
o
Self-employed business expenses
o
Lottery or Gambling winnings/losses (W-2G)
o
State Tax Refund (1099-G)
o
Social Security\unemployment income (SSA-1099)
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Rental Property Income and expenses
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Alimony paid or recieved
o
Record of purchase or sale of residence
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Medical and dental expenses
o
Real estate and personal property taxes, (1098)
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Estimated Taxes or foreign taxes paid
o
Cash and non-cash charitable contributions
o
Mortgage or home equity loan intrest paid
o
Un-reimbursed job related expenses
o
Job related educational expenses
o
Child care expenses and provider information
o
Education expenses (if any) (1098-T)
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Moving expenses (if any)
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