• Copy of last year's tax return
• Birthdates and Social Security Numbers for everyone in the household.

Income

• Current year’s W-2s and 1099s
• Income and expenses of any sole proprietor or side businesses
• Cost basis of securities sold during the year, including purchase date
• Income and expenses of rental property
• Any K-1s issued to you

Deductions

• Mortgage Interest statement (1098) and real estate taxes paid
• Charitable contributions made during the tax year
• Out of pocket medical expenses (include dental, vision, and medical)
• Statement of childcare expenses
• Statement of tuition paid to accredited colleges
• Statement of tuition paid to private school (K – 12th grade)
• Medical miles driven

Payments

• List of estimated taxes paid to IRS and states including payment dates

Other

• Form 1095 and health savings account (HSA) forms (5498SA)