- Social Security Cards for Every Family Member
- Drivers License copy (including Spouse)
- Birthdates for Every Family Member
- School District you Live In
- Copy of Last Years Return
- W-2s, Unemployment, Social Security/Railroad Retirement
- ALL 1099s INT DIV B C G R MISC SSA / RRB
- Alimony Received
- Interest & Dividends, Stock Sales, Pension / Retirement
- Last Year's State & City REFUNDS
- Awards & Prizes, Gambling or Lottery
- RENTAL, HOBBY, SELF EMPLOYMENT, PARTNERSHIP, S CORP, Sale of ANY Business Asset
- Medical & Dental Expenses including mileage
- Property Taxes Paid, Auto Registration
- Major Purchase you paid Sales Tax
- Mortgage Interest
- Charitible Donations Cash & Non Cash items
- Gambling Losses
- Moving or Job Hunting Expenses
- Employee Expenses (not reimbursed), Union Dues
- Office in Home Expenses (self employed)
- Casualty & Theft Losses
- Adoption Expenses
- Alimony Paid (incl social security of reciptent)
- Student Loans / Educational Expenses 1098-T
- IRA Contributions, Roth Conversions
- Estimated Taxes Paid, Foreign Taxes Paid
- Child Care Provider Info and Amount Paid
- Teacher Educator Expenses
- Taxable Value of Home
- Property Taxes Billed For Income less than $50,000
- Medical Insurance Premiums (including Auto Ins Medical)
- Sale or Purchase of Residence
- Contributions to 529 Plan
- Claiming EITC Proof of Support, divorce agreement
- If City Tax number of days lived / worked in the city
- Direct Deposit Information
- Investment Statements
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