SSN or ITN, full names, and birth dates for each person included on your return (for children # of months spent at home)
Photo ID for you and your spouse
Bank account information if you would like to use Direct Deposit
Daycare information for your children, including how much was paid for each child and the name, SSN or EIN, and address of the daycare provider
Stimulus payment received for you and your family
Cost of windows, insulation, furnace, water heaters, solar panels qualifying for credit
All forms that say W2, 1099, 1098, SS, or Schedule K1
Account of alimony received or paid and ex-spouse's SSN (do not include child support)
Interest and Dividend income statements
Stock sale statements and initial purchase price of anything sold (basis)
Profit & Loss statement for any Rental Properties or Businesses that you own. (See Business Information for further help)
Records of any contributions you made to any IRAs or retirement plans outside of work.
From 1098 - mortgage interest
Property tax statements
Total of Charitable contributions given in money
Total of charitable contributions given in non-cash donations (DI, Goodwill, etc)
Total of medical and dental expenses paid out of pocket (These can only count if they are very large - over 7.5% of your income. So, if your expenses are minimal, you don't need to bother totaling them. Do not count pre-tax premiums paid through your employer)
Form 1098-T for you or any dependents with higher education expenses (find on school website)
Amount of tuition and expenses paid for higher education, including books and supplies (K-12 expenses do not qualify. Housing expenses do not qualify.)
Student Loan interest statements
Form 1095-A, if you are enrolled in an insurance polan through the Marketplace (Find at Healthcare.gov)
HSA Forms 5498 and 1099-SA, showing contributions and distributions from your account. You may need to login online to your HAS and print theses.
Business and Rental Property Checklist
Federal ID Number
Name, Birthday, SSN, Address & Phone number of each owner
Profit & Loss Statement (This is a list of your total income and expenses by category. See example on the Business info Sheet).
Balance Sheet (only if your revenue was over $250,000).
List of any depreciated property that was sold during the year.
List of any new large equipment or capital that was purchased during the year
Mileage (Total mileage and business use of vehicles)
Home office and total sq. footage, utilities paid, cell phone costs