Remember to obtain the following information for yourself as well as your spouse and dependents, if applicable.
Name, SSN or ITIN, and date of birth.
Last year's return - hard copy or PDF file.
Estimated taxes paid.
Form W-2s - wage and tax statements.
Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C).
Form 1098s - includes mortgage interest (1098) and student loan interest (1098-E).
Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of home or real estate (1099-S), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G).
Form 2439s - notice to shareholder of undistributed long-term capital gains.
Schedule K-1s - partnership, S Corporation and estate or trust income.
Child and dependent care expenses.
Education expenses.
Medical expenses.
Vehicle (personal property) taxes paid.
Real estate taxes.
Mortgage interest paid.
Charitable contributions.
Business or employee expenses.
Gambling expenses.
Investment transactions.
Retirement contributions.
Foreign earned income and foreign taxes paid.
Moving expenses.
Bank information (account and routing number for direct deposit/withdrawal).
Prior year's self-select PIN or prior year's AGI (Adjusted Gross Income).
Driver’s license.