- Your social security number.
- Your spouse’s full name and social security number.
- Amount of any alimony paid and ex-spouse’s social security number.
- Your past three years of income tax returns.
Other People’s Information
- Dates of birth and social security numbers.
- Childcare records (Including the provider’s ID number) if applicable.
- Approximate income of other adults in your home (not spouse, if you’re filing jointly)
- Form 8332, copies of your divorce decree, other documents showing that your ex-spouse is releasing their right to claim a child to you.
- Forms W-2.
- Amount contributed for previous two years.
- Traditional IRA basis.
- Value of IRAs as of December 31st of the previous year.
- Records of income and expenses.
- Rental asset information (cost, date placed in service, etc) for depreciation.
- Bills from the educational institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid.
- Forms 1098-T and 1098-E, if you received them.
- Scholarships and fellowships.
- Total miles driven for the year (for beginning/ending odometer readings).
- Total business miles driven for the year (other than commuting).
- Amount of parking and tolls paid.
- If you want to claim actual expenses, receipts of totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc).
- Unemployment, state tax refund (1099-G).
- Gambling Income (W-2G or records showing income, as well as expense records).
- Amount of any alimony received and ex-spouse’s name
- Health care reimbursements (1099-SA or 1099-LTC)
- Jury duty records
- Hobby income and expenses
- Prizes and rewards
- Other 1099
Savings and Investments
- Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
- Income from sale of stock or other property (1099-B, 1099-S)
- Dates of acquisition and records of your cost or other basis in property you sold.