Personal Information: Social Security Numbers (SSNs) or Taxpayer Identification Numbers (TINs) For yourself, your spouse, and any dependents. Dates of Birth for all individuals included on the tax return. Income Documentation - W-2 Forms: Wage and salary statements from employers. 1099 Forms: : For non-employee compensation (e.g., freelancers, contractors). : For miscellaneous income. : For payment cards and third-party network transactions (e.g., PayPal, Venmo). : Dividend and interest income. : Proceeds from broker and barter exchange transactions. : Distributions from retirement accounts, pensions, or annuities. : Unemployment benefits or state tax refunds. K-1 Forms: For income from partnerships, estates, or trusts. Rental Income Records: Including expenses and income from property rentals. Deductions and Adjustments Home ownership Expenses: Mortgage interest statements (). Property tax receipts. Records of home office expenses (if applicable). Education Expenses: Tuition statements (). Student loan interest statements (). Charitable Contributions: Receipts for donations (cash and non-cash). Appraisal records for non-cash donations over $500. Medical Expenses: Receipts for out-of-pocket medical costs (e.g., prescriptions, doctor visits). Health Savings Account () contributions (). Retirement Contributions: Contributions to traditional or Roth IRAs. Employer-sponsored plan contributions not reported on W-2. Childcare Costs: Provider's name, address, and Taxpayer Identification Number (TIN). Receipts or statements for childcare expenses. Credits and Tax-Related Documents Advance Child Tax Credit Payments: IRS Letter 6419. Earned Income Credit (EIC) Documentation: Proof of earned income (pay stubs, W-2s). Residency documentation for dependents. Energy-Efficient Home Improvements: Receipts for qualified energy-efficient upgrades (e.g., solar panels, HVAC systems). Investment and Savings Documentation Retirement Distributions: Form 1099-R. Savings Account Interest: Form 1099-INT. Brokerage Accounts: Form 1099-B for stock or fund sales. Form 1099-DIV for dividends. Cryptocurrency Transactions: Records of trades, sales, or exchanges. Business Income and Expenses (If Applicable) Income Records: Invoices, receipts, or 1099 forms. Expense Records: Receipts for supplies, travel, equipment, advertising, etc. Vehicle mileage logs and expenses for business use of a car. Home Office Deduction: Square footage of your office space. Total home square footage and utility bills. Business Asset Purchases: Records of purchases and depreciation. Other Important Tax Documents Last Year’s Tax Return: For reference and carryover items. State and Local Tax Payments: Receipts for estimated tax payments. Documentation of sales or use taxes paid. Foreign Income or Assets: Foreign account reports (FBAR/FINCEN Form 114). Statements for foreign income or dividends. Legal Documents: Divorce decrees affecting alimony. Trust documents. Records of Estimated Tax Payments: Dates and amounts paid. For Special Circumstances: Adoption Taxpayer Identification Number (ATIN). Legal adoption documents. Casualty and Theft Losses: Records of damages and insurance claims. Hobby Income: Documentation of income and related expenses. Bank Account Information Bank Routing and Account Numbers: For direct deposit of refunds or electronic tax payments.