Social Security Card(s)
Driver's License(s)
Dependents' Social Security Numbers & Dates of Birth
Adoption papers & expenses
Form W-2 – Wage Statements
Form 1099-MISC – Independent Contractor Income & Expenses
Self-Employed Business/Farm Income & Expenses
Estimated taxes paid
Form 1099-INT/Form 1099DIV – Interest and Dividend Income
Form 1099-R – Pension or Retirement Income
Form 1099-G – Unemployment Income
Form 1099-B – Sales of Stocks or Bonds
Form SSA-1099 – Social Security Income
Form W2-G – Lottery or Gambling Winnings
Lottery or Gambling Losses
Casualty or theft losses
Commissions Received/Paid
Income and Expenses from Rentals
Alimony paid or received
Child care expenses & Provider's Information
IRA Contributions
Medical, Dental & Vision Expenses
Form 1098 or End of Year Statement – Mortgage interest paid
Real Estate Taxes paid
Cash and non-cash charitable donations
Unreimbursed job-related expenses
Form 1098-T – Tuition and Education Fees
Student loan interest