
Personal
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Full name & Social Security Numbers for yourself, spouse & dependent
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Date of Birth for yourself, spouse and dependents.
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Address, phone number & email
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Bank Account & Routing Number (For direct deposit/debit purposes)
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Copy of Last Year's Tax Return
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W-2, 1099s
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Educational Expenses
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Social Security Income:
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Form SSA-1099

Taxable Income
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Alimony Received or Paid
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Dividend Income: Form 1099-DI
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Interest Income: Form 1099-INT & 1099-OID
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Miscellaneous Income: Form 1099-MISC
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Sales of Real Estate: Form 1099-S
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Sales of Stock, Land, etc.: Form 1099-B
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State Tax Refunds: Form 1099-G
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Unemployment Compensation
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W-2 Form(s) for Wages, Salaries, and Tips

Own a Home
Mortgage Interest
Property Taxes
Home Sale Exemption
Private Mortgage Insurance (PMI)
Residential Energy-Efficient Upgrades
Renewable Energy Upgrades
Home Improvement Loan Interest

Have Children
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Dependents' Names
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Years of Birth
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Social Security Numbers
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Child care expenses for dependents (Provider Address, I.D. Number & Amounts Paid)
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Adoption Expense Information

Own a Business
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Business Income and Expenses
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Farm Income and Expenses
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Form K-1 Income from Partnerships, Trusts & S-Corps
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Rental Income and Expenses
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Tax Deductible Miles Traveled for Business Purposes

Life Changes
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Death
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Divorce
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New baby
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Adoption
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Buying/Selling a home
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Starting a business