In this section, you will find some general lists of commonly required tax documents and information. Please note that requirements may vary, depending on your specific situation and tax filing needs.
- Full name
- Social Security number, or Tax ID number (EIN) for business
- Date of birth
- Copy of last year’s tax return (or valid driver’s license)
- Voided check to assure correct direct deposit information
- Wage statements (W-2 or statements from foreign employer)
- Interest / Dividends (1099-INT / DIV)
- Stock sales (1099 B / Broker Statement)
- State / City income tax refund (1099-G)
- Alimony received
- Self-employment income and/or expenses (business or farm)
- Rental income and/or expenses
- Form K-1 (Partnership / S Corporation / Estate or Trust)
- Sale of any assets: business, rental, personal residence
- Pension / Profit Sharing / IRA / 401K distributions (1099R)
- Social Security (railroad retirement) (SSA)
- Unemployment compensation (1099 G)
- Gambling / Lottery winnings (W-2 G)
- Miscellaneous income (1099-MISC)
- Estimated taxes paid (Federal / State / City)
- IRA / SEP / 401K contributions
- Alimony paid
- Education expenses / Student loan interest (1099-T / 1098-E)
- Medical insurance and expenses
- Real estate / Personal property taxes
- License plate fees
- Charitable contributions – cash / non-cash
- Employee expenses (vehicle, entertainment, travel, moving, educator expenses)
- Casualty or theft loss
- Miscellaneous expenses (safety deposit box, professional fees, uniforms, union dues, etc.)
- Residential Energy Credit (receipts for windows, doors, insulation, etc.)
- Foreign taxes paid
- Child care (provider name, address, tax ID number, amount paid)
- Adoption expenses
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