+ PERSONAL INFORMATION

• Social Security Number (personal, spouse, and dependents)
• Date of Birth (personal, spouse, and dependents)

+ INCOME INFORMATION

• Job Income — W2 (personal, spouse)
• Investment Income — 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
• Tax Refund and/or Unemployment Income — 1099-G
• Taxable Alimony Received
• Business or Farming Income — 1099-NEC, profit/loss statement, capital equipment information
• IRA/Pension Distributions — 1099-R, 8606
• Rental Property Income/Expense — profit/loss statement, suspended loss information
• Social Security Benefits — SSA-1099
• Income From Sales of Property — original cost and cost of improvements, escrow closing statement, 1099-C
• Prior Year Installment Sale Information — 6252, yearly principal and interest collected, SSN and address of payer
• Miscellaneous Income — jury duty, gambling winnings, medical savings account, scholarships, etc.

+ INCOME ADJUSTMENTS

• IRA Contributions
• Energy Credits
• Student Loan Interest
• Medical Savings Account Contributions
• Moving Expenses
• Self-Employed Health Insurance Payments
• Self-Employed Pension Plans
• Tax Deductible Alimony Paid
• Educator Expenses

+ ITEMIZED TAX DEDUCTIONS/CREDITS

• Child Care Costs — provider’s name, address, tax ID, and amount paid
• Education Costs — 1098-T, education expenses
• Adoption Costs — SSN of child, legal, medical, and transportation costs
• Home Mortgage Interest and Points Paid — 1098
• Investment Interest Expense
• Charitable Donations — cash amounts and value of donated property, out-of-pocket expenses
• Casualty and Theft Losses — amount of damage, insurance reimbursements
• Other Miscellaneous Tax Deductions — union dues, unreimbursed employee expenses
• Medical and Dental Expenses

+ TAXES PREVIOUSLY PAID

• Real Estate Tax Payments
• State and Local Income Tax Payments
• Estimated Tax Payments
• Personal Property Tax Payments
• Vehicle Registration Payments

+ ADDITIONAL FINANCIAL INFORMATION

• Direct Deposit Information — routing and account numbers
• Estimated Tax Payment Made During the Year
• Prior Year Refund Applied to Current Year
• Foreign Bank Account Information — location, name of bank, account number, peak value of account during the year