[ ] Photo IDs for each Taxpayer & Birthdates for all family members.
[ ] Social Security cards for all members of the family
[ ] Health Insurance Coverage Information (1095-A, 1095-B or 1095-C).
[ ] Wages: Form W-2 Number of W-2s ______
[ ] Social Security Income: SSA-1099. [ ] Railroad Retirement: RRB-1099.
[ ] Pension and Retirement fund distributions: 1099-R #______.
[ ] Interest: Form 1099-Int [ ] Dividends: Form 1099-Div
[ ] Partnership or Trust Income: Form K-1. [ ] Stock Sales: Form 1099-B
[ ] Unemployment Compensation & State Tax Refunds: Forms 1099-G.
[ ] Gambling Winnings: Form W2-G. [ ] Debt Forgiveness: Form 1099-C
[ ] Self Employment & Other Income: Form 1099-Misc
CREDITS & DEDUCTIONS:
[ ] Tuition & Student Loan interest: Forms 1098-T and 1098-E
[ ] Un-reimbursed medical & dental expenses (including mileage records)
[ ] Health Insurance Premiums (need receipts & cancelled checks).
[ ] Eyeglasses and Hearing aids, (need receipts & cancelled checks).
[ ] Prescription Drugs and Co-pays (need receipts & Cancelled checks).
[ ] Property Tax & State Income Tax, (need receipts & cancelled checks).
[ ] Mortgage Interest & Mortgage Insurance: Form 1098.
[ ] Charitable Donations (need receipts & cancelled checks).
[ ] Misc. job related expenses (need receipts & cancelled checks)
[ ] Estimated Federal Tax Payments (need copies of cancelled checks).
[ ] Daycare Expenses:(statement from daycare svs. w/ amount and tax ID#)