The items required vary greatly by client. However, some common information and documents are:
- W-2s
- 1099s
- 1098s
- 1095-A
- Income/interest statements
- Name, social security number, birthdates for you and all dependents
- Childcare expenses
- Business expenses
- College expenses
- Educator expenses
- Business use of vehile information (miles driven, parking/tolls paid)
- Charitable donations
- Rent expenses
- Mortgage interest statement, real estate taxes paid, statement of property tax paid
- Retirement/IRA amounts contributed
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