- Social Security card(s)
- Driver’s License(s) / State Issued ID(s)
- Dependents’ Social Security numbers and dates of birth*
- Wage statements
- W-2s
- Last year’s Federal and State tax return
- Self-employment business income and expenses /1099-NEC/1099-MISC/1099-K*
- Commissions received/paid*
- Payment Card and Third Party Network
- Transactions/1099-K (Related to rents received or any other transaction not related to a Self-employed business)*
- 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 *
- 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
- Sales tax paid*
- Estimated taxes or foreign taxes paid*
- Cash and non-cash charitable donations*
- Mortgage or home equity loan interest paid/1098*
- Job-related educational expenses*
- Educator expenses*
- Tuition and Education Fees/1098-T*
- Student loan interest/1098-E*
- Moving expenses for member of military*
- Casualty and theft losses related to a qualified disaster
- Child care expenses and the provider’s name, address, SSN or EIN the expenses were paid to
- Receipt{s} for costs of residential solar, wind, geothermal, heat pumps, and biomass fuel property as well as qualified windows & doors that qualify for the Energy Efficient Home Credit*
- Form 1095-A (Health Insurance Marketplace Statement)**
- Form 1095-B/1095-C – Health Coverage Statements from Insurer/Employer
- *If Applicable
** If purchased health insurance through the Federal or a
State Marketplace.