Full name & Social Security Numbers for yourself, spouse & dependent

 Date of Birth for yourself, spouse and dependents.

Address, phone number & email

Drivers License 

 Bank Account & Routing Number

 (For direct deposit/debit purposes)

Copy of Last Year's Tax Return

 W-2, 1099s

Educational Expenses 

Social Security Income:

Form SSA-1099

Health Ins. 1095

Stimulus IRS Form 1444

Economic Impact Payment            IRS Letter 6475

Alimony Received or Paid

Dividend Income: Form 1099-DI

Interest Income: Form 1099-INT & 1099-OID

Miscellaneous Income: Form 1099-MISC

Sales of Real Estate: Form 1099-S

Sales of Stock, Land, etc.: Form 1099-B

State Tax Refunds: Form 1099-G

Unemployment Compensation 

W-2 Form(s) for Wages, Salaries, and Tips

• Mortgage Interest

• Property Taxes

• Home Sale Exemption

• Private Mortgage Insurance (PMI)

• Residential Energy-Efficient Upgrades

• Renewable Energy Upgrades

• Home Improvement Loan Interest

Dependents' Names

Years of Birth

Social Security Numbers

Child care expenses for dependents (Provider Address, I.D. Number & Amounts Paid)

Adoption Expense Information

Business Income and Expenses

 Farm Income and Expenses

Form K-1 Income from Partnerships, Trusts  &  S-Corps

Rental Income and Expenses

Tax Deductible Miles Traveled for Business Purposes

Death

Divorce

New baby

Adoption

Buying/Selling a home

Starting a business