Your Social Security Number or Tax ID Number

Spouse's Full Name, SSN or Tax ID, and Date of Birth

Identity Protection PIN if issued by the IRS

Routing and Account Numbers for Direct

Deposit or Balance Payment

Provide residency information if necessary

Gather: Dates of Birth and SSNs or Tax IDs

Gather: Childcare Records (including provider's Tax ID if applicable)

Gather: Income details of dependents and other adults in your home

Form 8332 for noncustodial parents relinquishing the right to claim a child

Mortgage interest statements (Forms 1098)

Real estate and personal property tax records

Receipts for energy-saving home improvements

Cash donations to houses of worship, schools, or charities

Records of non-cash charitable donations

Miles driven for charitable or medical purposes

Payments for healthcare, insurance, and medical services

Payments for qualified insurance premiums

Health Insurance: Form 1095-A if enrolled through the Marketplace

and much more

Forms W-2

Unemployment (1099-G)

Gambling income (W-2G or records showing income, as well as expense records)

Trust income

Royalty Income 1099–MISC

Any other 1099s received

Record of alimony paid/received with ex-spouse’s name and SSN

State tax refund

Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or 1099-NEC

Records of all expenses — check registers or credit card statements, and receipts

Business-use asset information (cost, date placed in service, etc.) for depreciation

Office in home information, if applicable