Your spouse's full name and social security number
Your 2021 tax return (some personal and business returns may require more than the prior year's tax return)
Bank's routing number and account number if you are expecting a refund (for faster processing) or you would like to direct debit
Other people who may belong on your return (children, parents, etc)
Dates of birth and social security numbers
Childcare records (including the provider's ID number) if applicable
Approximate income of other adults in your home (not spouse, if you're filing jointly)
Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you
Education Payments
Bills from the educational institution or other proof of what you paid or received (loans) versus what was covered by scholarship or other financial aid
Forms 1098-T and 1098-E, if you received them
Scholarships and fellowships
Employee Information
Forms W-2
Self-Employment Information
Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s.
Records of all expenses — check registers or credit card statements, and receipts
Business-use asset information (cost, date placed in service, etc.) for depreciation
Office in home information, if applicable
Vehicle Information (If used for business)
Total miles driven for the year (or beginning/ending odometer readings)
Total business miles driven for the year (other than commuting)
Amount of parking and tolls paid
If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
Rental Income
Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income and IRA contributions/distributions
Pension/IRA/annuity income (1099-R)
Social security/RRB income (1099-SSA, RRB-1099)
Amount contributed for the tax year
Traditional IRA basis
Value of IRAs on Dec. 31 of the tax year
Savings and Investments
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in property you sold
Other Income
Unemployment, state tax refund (1099-G)
Gambling income (W-2G or records showing income, as well as expense records)
Amount of any alimony received and ex-spouse's name
Health care reimbursements (1099-SA or 1099-LTC)
Jury duty records
Hobby income and expenses
Prizes and awards
Other 1099s
Other deductions and expenses
Amount of any alimony paid and ex-spouse's social security number
Moving expenses receipts or proof
HSA payments
Self-employment health insurance
Expenses and possible deductions (Itemizing Deductions)
Forms 1098 or other mortgage statements
Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Real estate and personal property tax records
Invoice showing amount of vehicle sales tax paid
HUD statement showing closing date of home purchase
Cash amounts donated to houses of worship, schools, other charitable organizations
Records of non-cash charitable donations
Amounts paid for healthcare insurance and to doctors, dentists, hospitals
Amounts of miles driven for charitable or medical purposes
Expenses related to your investments
Amount paid for preparation of your prior year's tax return
Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
Job-hunting expenses
If you were affected by a federally declared disaster
City/county you lived/worked/had property in
Records to support property losses (appraisal, clean up costs, etc.)
Records of rebuilding/repair costs
Insurance reimbursements/claims to be paid
FEMA assistance information
Check FEMA site to see if your county qualifies for individual assistance
Personal Information
Your social security number
Your spouse's full name and social security number
Your 2019 tax return (some personal and business returns may require more than the prior year's tax return)
Bank's routing number and account number if you are expecting a refund (for faster processing) or you would like to direct debit
Other people who may belong on your return (children, parents, etc)
Dates of birth and social security numbers
Childcare records (including the provider's ID number) if applicable
Approximate income of other adults in your home (not spouse, if you're filing jointly)
Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you
Education Payments
Bills from the educational institution or other proof of what you paid or received (loans) versus what was covered by scholarship or other financial aid
Forms 1098-T and 1098-E, if you received them
Scholarships and fellowships
Employee Information
Forms W-2
Self-Employment Information
Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s.
Records of all expenses — check registers or credit card statements, and receipts
Business-use asset information (cost, date placed in service, etc.) for depreciation
Office in home information, if applicable
Vehicle Information (If used for business)
Total miles driven for the year (or beginning/ending odometer readings)
Total business miles driven for the year (other than commuting)
Amount of parking and tolls paid
If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
Rental Income
Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income and IRA contributions/distributions
Pension/IRA/annuity income (1099-R)
Social security/RRB income (1099-SSA, RRB-1099)
Amount contributed for the tax year
Traditional IRA basis
Value of IRAs on Dec. 31 of the tax year
Savings and Investments
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in property you sold
Other Income
Unemployment, state tax refund (1099-G)
Gambling income (W-2G or records showing income, as well as expense records)
Amount of any alimony received and ex-spouse's name
Health care reimbursements (1099-SA or 1099-LTC)
Jury duty records
Hobby income and expenses
Prizes and awards
Other 1099s
Other deductions and expenses
Amount of any alimony paid and ex-spouse's social security number
Moving expenses receipts or proof
HSA payments
Self-employment health insurance
Expenses and possible deductions (Itemizing Deductions)
Forms 1098 or other mortgage statements
Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Real estate and personal property tax records
Invoice showing amount of vehicle sales tax paid
HUD statement showing closing date of home purchase
Cash amounts donated to houses of worship, schools, other charitable organizations
Records of non-cash charitable donations
Amounts paid for healthcare insurance and to doctors, dentists, hospitals
Amounts of miles driven for charitable or medical purposes
Expenses related to your investments
Amount paid for preparation of your prior year's tax return
Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
Job-hunting expenses
If you were affected by a federally declared disaster
City/county you lived/worked/had property in
Records to support property losses (appraisal, clean up costs, etc.)
Records of rebuilding/repair costs
Insurance reimbursements/claims to be paid
FEMA assistance information
Check FEMA site to see if your county qualifies for individual assistance
