1. Identification:

• ✔ A valid government-issued ID (driver’s license, passport, state ID)
• ✔ Social Security cards or ITIN letters for yourself and dependents

2. Income Documents:

• ✔ W-2 forms from employers
• ✔ 1099 forms for freelance work, interest, dividends, capital gains
• ✔ Self-employment income documents (invoices, receipts, accounting records)

3. Expense Documents:

• ✔ Receipts for deductions (charitable donations, medical expenses, mortgage interest)
• ✔ Property tax statements
• ✔ Home office expenses (utility bills, rent/mortgage statements)

4. Tax Credits:

• ✔ Child care expenses (provider’s name, address, tax ID number)
• ✔ Education expenses (tuition statements, 1098-T forms)

5. Health Insurance:

• ✔ Form 1095-A (Health Insurance Marketplace Statement)
• ✔ Form 1095-B (Health Coverage)
• ✔ Form 1095-C (Employer-Provided Health Insurance Offer and Coverage)

6. Retirement Accounts:

• ✔ 1099-R forms for pension, IRA, or annuity distributions

7. Other Documents:

• ✔ Alimony received or paid
• ✔ Business expenses (if self-employed)
• ✔ Rental income and expenses (if a landlord)
• ✔ Estimated tax payment records