Personal Data

• Social Security Numbers & DOB (including spouse and children)
• Residential address(es) for this year
• Child care provider tax I.D. or SSN and address
• Dates of birth
• Type of dependent relationship

Health Insurance Information

• All 1095-A Forms from marketplace providers (if applicable)
• Records of credits and/or advance payments received from the Premium Tax Credit

Employment & Income Data

• W-2 forms for this year
• Form 1099-G: Tax refunds and unemployment compensation
• Form 1099-NEC and/or 1099-MISC: Miscellaneous income including rent
• Form K-1: Partnership, trust, and S-Corporation income
• Form 1099-R: Pensions, annuities, retirement or profit-sharing plans, IRAs, etc.

Homeowner/Renter Data

• Residential address(es) for this year
• Form 1098: Mortgage interest
• Form 1099-S: Sale of your home or other real estate
• Real estate taxes paid
• Rent paid during tax year

Financial Assets

• Form 1099-INT & 1099-OID: Interest income statements
• Form 1099-DIV: Dividend income statements
• Capital gains or losses

Credits

• Energy improvements
• Form 1098-T: Education expenses (tuition and fees)

Deduction Documents

• Gifts to charity
• State and local income taxes
• Retirement plan contributions
• Medical expenses

Self-Employment Data

• Estimated tax vouchers for the current year
• Self-employment income
• Self-employed health insurance
• Receipts or documentation for business-related expenses

Financial Liabilities

Automobiles

Expenses