📌 Personal Information

  • Social Security numbers (SSN) or ITIN for you, your spouse, and dependents.

  • Official IRS Document Checklist for identity verification and valid ID.

  • Bank account routing and account numbers for direct deposit.

  • Copy of last year's federal and state tax returns.

  • Identity Protection PIN (IP PIN), if issued by the IRS.

💵 Income Records

  • Form W-2: Reports wages earned from employers.

  • Forms 1099: Reports interest (1099-INT), dividends (1099-DIV), retirement distributions (1099-R), or contract work (1099-NEC).

  • Form 1099-G: Reports unemployment compensation or state tax refunds.

  • Records of digital asset transactions: Tracks cryptocurrency or virtual currency sales.

🧾 Deductions and Credits

  • Form 1098: Reports mortgage interest (1098) or student loan interest (1098-E).

  • Form 1098-T: Reports tuition and educational expenses paid.

  • Form 1095-A: Reconciles Health Insurance Marketplace advance payments.

  • Receipts for charitable donations, childcare, and medical expenses.