W-2 and Earned Income Tax Statements

Form 1099

Student Loan Interest Form 1098-E

Social Security Benefits form SSA-1099

If you Bought and/or Sold Real Estate, the (HUD-1) Settlement Statements

Mortgage Interest and Points Paid Form 1098

IRA Contributions

State Personal Property Taxes Paid

County Personal Property Taxes Paid

Real Estate Taxes paid

Estimated Taxes Paid

Social security numbers for everyone

Your childcare Care provider Name, Address, and Federal ID (EIN)

Home office Related Income and Expense Information

A List of Charitable Donations Cash & Non-cash items

Non-Reimbursed Business Expenses (ex: continuing education, computer, travel...)

Sales of Stocks and Capital Gain

Major Theft or Casualty Loss

Major Medical or Dental Expenses

Self-employed - Income, expense, and equipment purchased if Any.

Direct Deposit Information

Photo ID

A copy of Prior Year Federal and State Tax Returns