Personal Information

• Photo ID (driver's license or passport)
• Social Security numbers (you, spouse, dependents)
• Last year's tax return

Income Documents

• W-2 forms from employers
• 1099s (1099-NEC, 1099-MISC, 1099-INT, 1099-DIV)
• Bank interest statements
• Unemployment, Social Security, or other benefits

Deductions & Expenses

• Mortgage interest statement (Form 1098)
• Property tax receipts
• Charitable donation receipts
• Medical expenses (if significant)
• Business expenses (for self-employed)

Other Documents

• Childcare provider info and EIN
• Education expenses (1098-T)
• IRA/retirement contributions
• Any correspondence from the IRS