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NAME
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DATE OF BIRTH
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SOCIAL SECURITY NUMBER, ITIN/ATIN
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LAST YEAR’S TAX RETURN
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VALID DRIVER’S LICENSE
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MEDICAL EXPENSES
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REAL ESTATE OR PERSONAL PROPERTY TAXES
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MORTGAGE INTEREST
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CHARITABLE CONTRIBUTIONS (CASH AND NON-CASH)
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EMPLOYEE BUSINESS EXPENSES
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GAMBLING LOSSES
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MOVING EXPENSES
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TRADITIONAL IRA CONTRIBUTIONS
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HIGHER EDUCATION EXPENSES
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EDUCATOR EXPENSES
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STUDENT LOAN INTEREST
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CHILD CARE PROVIDER –– ADDRESS AND EMPLOYER IDENTIFICATION NUMBER (EIN) OR SOCIAL SECURITY NUMBER (SSN)
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ADOPTION EXPENSES
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RETIREMENT SAVINGS CONTRIBUTIONS CREDIT
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W-2 FORM
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INTEREST (1099-INT OR SUBSTITUTE)
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DIVIDEND SLIPS (1099-DIV OR SUBSTITUTE)
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STOCK SALES (1099-B OR BROKER STATEMENT)
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SELF-EMPLOYMENT INCOME AND EXPENSES
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SALE OF A PERSONAL RESIDENCE
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RENTAL INCOME AND EXPENSES
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SALE OF ANY BUSINESS ASSETS
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GAMBLING OR LOTTERY WINNINGS (W-2G FOR SOME WINNINGS)
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STATE INCOME TAX REFUND (1099-G)
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PENSION INCOME (1099-R)
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ESTIMATED TAXES PAID
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SOCIAL SECURITY OR RAILROAD RETIREMENT (SSA-1099 OR RRB-1099)
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IRA OR 401(K) DISTRIBUTION (1099-R)
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UNEMPLOYMENT COMPENSATION (1099-G)
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MISCELLANEOUS INCOME (1099-MISC)