Wage statements ---- W-2s
Your Social Security card (spouses, If applicable)
Your dependents’ Social Security cards
Last year’s tax return
Child care: amount paid, provider names, Social Security numbers, and address
Charitable contribution receipts
1099 Int., 1099 Div., 1099 B., 1099 Misc.(interest, dividends, investment, and self-employment or commission income)
1099Rs for pension or retirement income
Social Security or railroad retirement statements
Alimony paid or received and spouse’s SSN
Income and expenses for rental property
1099-G or W2-Gs for state refund, lotto or gambling winnings
Medical and dental expenses
Taxes paid (property, income, etc.)
Work-related expenses (union dues, auto, travel)
Educational expenses paid
K-1 Income (partnership, S-corp, trust inheritance)
