 Your Tax Return from Last Year
Your Social Security Card
Your Dependent(s) Social Security Numbers
Your Drivers License or Picture ID
Wage Statements- W-2's
Pension and Retirement Income
Interest and Dividend Income
Commissions
Self-Employed Business Income and Expenses
Lottery or Gambling Winnings
State Refund Amount
Social Security Income
Unemployment Income
Rental Property Income
Alimony Paid or Received
Purchase/Sale of Residence Records
Medical and Dental Expenses
Taxes Paid
Charitable Donations
IRA Contributions
Interest Paid
Work Related Expenses
Educational Expenses for Taxpayer and Dependents
Child Care Expenses & Documentation
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