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 Social Security Number(s)
Dependents’ Social Security numbers and dates of birth
Wage statements/W-2s
Self-employment business income and expenses/1099-MISC
Commissions received/paid
Pension, retirement income/1099-R
Unemployment income/1099-G
Canceled Debt Amount/1099-C
Social Security income/SSA-1099
IRA contributions
Statements on the sales of stocks or bonds/1099-B
Cash and non-cash charitable donations
Unreimbursed employment-related expenses
Student loan interest/1098-E
Schedule K-1(s)
Child care expenses and provider information
Last year's Federal and State tax return (new clients only)
Interest and dividend income /1099-INT/1099-DIV
Lottery or gambling winnings/losses
State refund amount/1099-G
Income and expenses from rentals
Alimony paid or received
Record of purchase or sale of residence
Medical and dental expenses
Real estate and personal property taxes
State or local taxes paid
Estimated taxes or foreign taxes paid
Mortgage or home equity loan interest paid/1098
Job-related educational expenses
Educator expenses
Tuition and Education Fees/1098-T
Casualty or theft losses
Health Coverage /1095-B or 1095-C
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