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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