- Social Security Cards
- Drivers License(s)
- Dependents' Social Security Numbers and dates of birth
- Wage Statements (W-2)
- Last Years Return (if available)
- Pension, Retirement income,1099-R(s)
- Interest and dividend income commissions
- Sales of stocks or bonds
- Self-employed business income & expenses
- Lottery or Gambling winnings/losses (W-2G)
- State Tax Refund (1099-G)
- Social Security\unemployment income (SSA-1099)
- Rental Property Income and expenses
- Alimony paid or recieved
- Record of purchase or sale of residence
- Medical and dental expenses
- Real estate and personal property taxes
- Estimated Taxes or foreign taxes paid
- Cash and non-cash charitable contributions
- Mortgage or home equity loan intrest paid
- Un-reimbursed job related expenses
- Job related educational expenses
- Child care expenses and provider information
- Education expenses (if any)
- Moving expenses (if any)
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