* Social Security numbers and dates of birth for you, your spouse, your dependents
* Copies of last year’s tax return for you and your spouse (helpful, but not required)
* Bank account number and routing number, if depositing your refund directly into your account
* W-2 forms for you and your spouse
* 1099-C forms for cancellation of debt
* 1099-G forms for unemployment income, or state or local tax refunds
* 1099-MISC forms for you and your spouse (for any independent contractor work)
* 1099-R, Form 8606 for payments/distributions from IRAs or retirement plans
* 1099-S forms for income from sale of a property
* 1099-INT, -DIV, -B, or K-1s for investment or interest income
* SSA-1099 for Social Security benefits received
* Alimony received
* Business or farming income - profit/loss statement, capital equipment information
* Rental property income and expenses: profit/loss statement, suspended loss information
* Prior year installment sale information - Forms 6252, principal and interest collected during the year, SSN and address for payer
* Miscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.
* Form 1098-E for student loan interest paid (or loan statements for student loans)
* Form 1098-T for tuition paid (or receipts/canceled checks for tuition paid for post-high school) For teachers: Canceled checks or receipts for expenses paid for classroom supplies, etc. Records of IRA contributions made during the year
* Receipts for any qualifying energy-efficient home improvements (solar, windows, etc.) Records of Medical * Savings Account (MSA) contributions
* Self-employed health insurance payment records
* Records of moving expenses
* Alimony paid
* Keogh, SEP, SIMPLE, and other self-employed pension plans