PERSONAL INFORMATION

___Taxpayer Social Security card

___Spouse Social Security card

___Social Security cards for any dependents

___Taxpayer valid ID (Driver’s License)

___Bank information or voided check for  refund direct deposit

___Copy of last year’s tax return (new clients only)

INCOME INFORMATION

___Wage statements/ W-2s

___Self-employment business income and expenses/1099-MISC

___Unemployment income/1099-G

___Commissions received/paid

___Pension, retirement income/ 1099-R

___Cancelled 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 winning/losses

___State refund amount/1099-G

___Rental property income and expenses

___Alimony  received

___Record of sale of residence

INCOME ADJUSTMENTS

___Real estate and personal property taxes

___State or local taxes paid

___Estimated taxes of foreign taxes paid

___Cash and non-cash charitable donations

___Job-related educational expenses

___For teachers: Educator expenses

___Tuition and Education Fees/1098-T

___Student loan interest / 1098-E

___Self-employed health insurance payment records

___Moving expenses

___ Alimony paid

CREDITS AND DEDUCTIONS

___Child care expenses and provider information

___Education cost: Form 1098-T, education expenses

___Adoption costs

___Mortgage or home equity loan interest paid/1098

___Medical and dental expenses

___Casualty or theft losses

___Unreimbursed employment-related expenses (uniform, supplies, travel, etc)

___Home Business/Office expenses

___Rental property expenses

___Record of purchase of residence