Social Security numbers and birthdates for yourself, your spouse, and dependents

Bank account and routing numbers for direct deposit refunds

Copies of last year’s tax return for new clients (you and your spouse)

Health insurance documentation: Obamacare Form 1095-A, 1095-B, or 1095-C, and Health Insurance Card(s)

W-2 forms for you and your spouse

1099-R and Form 8606 for IRA or retirement plan distributions/payments

1099-MISC/NEC forms for independent contractor work (for both you and your spouse)

1099-G forms for unemployment benefits or state/local tax refunds

SSA-1099 for Social Security benefits received

1099-INT, -DIV, -B, or K-1 forms for investment or interest income

1099-C forms for debt cancellation

1099-S forms for property sale income

Form K-1s from estates, partnerships, or S-corporations (usually sent out by March)

Rental property income and expenses: profit/loss statement

Alimony received

Other 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 payments (or receipts/canceled checks for post-secondary tuition)

Records of IRA contributions made during the year

Receipts for qualifying energy-efficient home improvements (solar panels, windows, etc.)

Alimony paid

Contributions to Keogh, SEP, SIMPLE, and other self-employed pension plans

Childcare expenses: provider’s name, address, tax ID, and amount paid

Education expenses: Form 1098-T, education costs

Forms 1098: Mortgage interest, private mortgage insurance (PMI), and points paid

Charitable donations: cash amounts, official receipts from charities, canceled checks, value of donated items

Medical and dental expense records

Casualty and theft losses: amount of damage and insurance reimbursements

Real estate taxes paid

Personal property taxes

Vehicle license fees based on the value of the vehicle

Estimated tax payments made during the year (for self-employed individuals)