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