Valid government-issued ID (driver's license, passport, state ID)
Social Security number or Individual Taxpayer Identification Number (ITIN)
Income Documents
W-2 forms from all employers
1099 forms for freelance work, self-employment, or other income
Interest statements (1099-INT) from banks and investments
Dividend statements (1099-DIV) from investments
Capital gains statements (1099-B) from investments
Deduction Documents
Medical expense receipts
Charitable donation receipts
Mortgage interest statements (1098)
Property tax statements
Business expense receipts (if self-employed)
Dependent Documents
Birth certificates for dependents
Social Security numbers for dependents
Child care expense receipts
Other Documents
Prior year's tax return (if applicable)
Any tax-related notices from the IRS or state tax authority
Business license (if self-employed)
Retirement account statements (e.g., 1099-R)
Additional Documents (If Applicable)
Alimony paid or received documents
Student loan interest statements
Education expense receipts
Home office expense receipts (if self-employed)
Moving expense receipts (if applicable
