Personal Information

 Picture ID for you and your spouse

 Social Security Cards for you, your spouse, and your dependents

 Bank Account # and Bank RTN for Direct Deposit of refund

Employment and Income

 W-2 Form

 Unemployment 1099G

 Pension 1099R

 Gambling and Lottery W-2G

 Non-Employee Compensation 1099 Misc

 Jury Duty Pay

 Alimony Received

 State Tax Refund

 Prizes and Awards

 Social Security Benefits SSA 1099

Investment Income

 Interest Statements 1099 Int

 Dividends Statements 1099 Div

 Stock Sales 1099B

 Partnerships or Trusts K-1

 Self-Employment

 K-1s from Partnerships

 Receipts or Documentation for Business Expenses

 Income From Business 1099Misc

Rental Property

 Income from Rents

 Expenses from Rental property

 Settlement Sheet if Property Purchased or Sold This Year

Homeowner Data

Mortgage Interest 1098

 Equity Loan Interest

 Real Estate Taxes Paid

 Moving Expenses

 Settlement Sheets if Purchased or Sold your home this year

Deductions

 Medical Expenses - Insurance, Doctors, Dentists, Hospitals, Labs,  Prescriptions, Eyeglasses, Contacts, Hearing Aids, Mileage

 Real Estate and Personal Property Taxes

 Charitable Contributions Made by Cash or Check

 Donations of Clothing or Property

 Unreimbursed Expenses and Mileage for Volunteer Work

 Unreimbursed Employee Expenses - Travel, Insurance, Uniforms, Supplies, Union Dues, Subscriptions

 Investment Expenses

 Job-Hunting Expenses

 Education Expenses Including College Tuition Paid

 Child Care Expenses and Provider ID #

 Alimony Paid

 IRA Contributions

 Tax Return Preparation Fees

 Casualty and Theft Losses

 Student Loan Interest

 Gambling Losses - To Extent of Winnings

Payments

 Estimated Taxes Paid

 Overpayment Credit From Last Year