1. Identification and birth dates for taxpayer and spouse:
Driver¡¯s License and Social Security
cards
2. Identification and birth dates for all dependents: Social
Security cards
3. Prior year tax return
4. W-2s from all sources of employment
5. All 1099 documents for various other forms of income:
1099-MISC for
Independent Contractor income, 1099-INT for
Bank Interest,
1099-DIV for Dividend Income, 1099-R for Distributions
from Retirement Plans
6. K1 Statements for Interest in a Partnership, S-Corporation
or Trust
7. Unemployment Compensation statement
8. Social Security Benefits statement
Sch-A
9. Mortgage Interest statement
10. Real Estate Tax and Personal Property Tax statements
(including automobile registration
statements)
11. Medical Expense
12. Gambling Income & Loss
13. Receipts for Charitable Contributions.
Sch-C
14. Income and Expenses for a business you own
Sch-E
15. Income and Expenses for rental property you own
16. Alimony paid and received
17. Form 8832 or Divorce Decree for non-custodial parent
claiming a
dependent child
18. Cost basis for each security sold during the tax year
19. Estimated Tax payment amounts
20. Nonresident Aliens need to bring Visa and passport and
any other any
Work authorization documentation
21. When your AGI is less than $30,000 and Rent Paid is
more than $1,000,
Property Owner¡¯s Name, Address,
Tax ID#.
22. Any statements that advise ¡°Tax Document, Do Not Discard!!¡±
23. Bank Information. Bank¡¯s routing number and personal
checking
account Number.