
- Taxpayer Number: You will need your Social Security Card (SSN) or your Individual Taxpayer Identification Number (ITIN).
- Address
- Dependent Information: If filing a dependent on your taxes, you will need to record their full legal name, data of birth, and Social Security Number.

- W-2s: For each job that you had throughout this tax year.
- 1099s: All other income that needs to be reported to the IRS such as Unemployment, Health Care reimbursement, and Retirement Plan distribution. For more information on this form, go to Turbo Tax.
- 1098s: Payments made towards property taxes and student loans.
- 1095-A: Credit received from healthcare.gov marketplace.
- Income & Interest Statements: Received from investments and savings accounts.
- Education Expenses: Student loan interest, scholarships, and a 1098-T.
- Child Care Expenses: Provide full name, address, Tax ID or Social Security Number information of the childcare/dependent care provider.
- Charity: Detailed list of donations and receipts for donations over $250.
- Vehicles: Vehicle sales tax paid, total miles driven for personal or business use with detailed log of miles when driven for business matters.
