Documents You Need To File a Tax Return

-Unexpired License or ID
-For Spouse (if filing jointly)

-For Taxpayer
-For Spouse (if filing jointly)
-For Dependent

-Name
-Date of Birth
-Soical Security Card
-Birth Certificate (If you do not have a social security card

-W2 (wages from employer)
-W2 G (gambling & lottery earnings)
-Form 1098 (mortgage interest)
-1099 MISC (independent contract)
-1099 NEC (independent contractor)
-1099 G (unemployment income)
-SSA 1099 (social security benefits)
-1099 DIV (investment dividends)
-1099 INT (interest on savings)
-1099 LS (interest in life insurance contract)
-1099 LTC (long-term care or accelerated death benefits)
-1099 OID (original issue discount)
-1099 SA (health savings account (HSA)
-1099 A Through Z (there are many types of 1099 forms)
-1095 A, B, & C (medical healthcare)

-1098 T
-1098 E

-Name of Business or Individual
-Address
-Tax Identification Number
-Social Security Number (if its an individual sitter)
-Amount Paid

-Name of the Charity
-Address (if known)
-Amount Donated

-Out of Pocket Cost
-Do Not Provide the Amount Covered by Your Provider

-Out of Pocket Cost
-Do Not Provide the Amount Covered by Your Provider

-New Client Only: A copy of your last's year tax return
-This is required to be uploaded with your application


-Investment Interest Expense
-Jury Duty
-Natural Disasters 
-Theft or Casualties
-Foreclosure
-Repossession
-Teacher's Expense
-State and Local Income Taxes Paid