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    • Tax Identification Numbers

    • Your social security number or tax ID number

    • Your spouse’s full name, social security number or tax ID number, and date of birth

    • Identity Protection PIN (if issued by the IRS)

    • Routing and account numbers for refunds or payments

    • Dates of birth and SSNs or tax ID numbers

    • Childcare records (including the provider's tax ID number)

    • Income of dependents and other adults in your home

    • Form 8332 (for noncustodial parents)

  • Employed:

    • Forms W-2

    Unemployed:

    • Unemployment (1099-G)

    Self-Employed:

    • Forms 1099, Schedules K-1

    • Income records (for unreported amounts)

    • Records of all expenses

    • Business-use asset information

    • Home office details (if applicable)

    • Record of estimated tax payments (Form 1040–ES)

    Rental Income:

    • Records of income and expenses

    • Rental asset information

    • Record of estimated tax payments (Form 1040–ES)

    Retirement Income:

    • Pension/IRA/annuity income (1099-R)

    • Traditional IRA basis

    • Social security/RRB income: SSA-1099, RRB-1099

    Savings & Investments or Dividends:

    • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)

    • Income from property sales (1099-B, 1099-S)

    • Records of property cost/basis (if not on 1099-B)

    • Health Savings Account & long-term care (1099-SA or 1099-LTC)

    • Investment expenses

    • Record of estimated tax payments (Form 1040–ES)

    • Cryptocurrency transactions

    Other Income & Losses:

    • Payment Card/Third Party transactions - 1099-K

    • Gambling income (W-2G) and expenses

    • Jury duty records

    • Hobby income/expenses

    • Prizes and awards

    • Trust income

    • Royalty Income 1099–MISC

    • Other 1099s received

    • Alimony records with details

    • State tax refund

  • Home Ownership:

    • Forms 1098 or mortgage interest statements

    • Real estate and personal property tax records

    • Energy-saving home improvements receipts

    • All other 1098 series forms

    Charitable Donations:

    • Cash donations records

    • Non-cash charitable donations records

    • Miles driven for charity or medical

    Medical Expenses:

    • Healthcare, insurance, doctor, dentist, and hospital payments

    • Qualified insurance premiums records (outside Marketplace/employer)

    Health Insurance:

    • Form 1095-A (from the Marketplace)

    Childcare Expenses:

    • Fees for licensed day care centers or family care

    • Payments to babysitters (for children under 13)

    • Dependent care flexible spending account records

    Educational Expenses:

    • Forms 1098-T from institutions

    • Receipts for educational expenses

    • Scholarship or fellowship records

    • Form 1098-E (student loan interest)

    K-12 Educator Expenses:

    • Receipts for classroom expenses (grades K-12)

    State and Local Taxes:

    • State and local income/sales tax records (excluding wage withholding)

    • Vehicle sales tax and personal property tax records

    Retirement & Other Savings:

    • Form 5498-SA (HSA contributions)

    • Form 5498 (IRA contributions)

    • All other 5498 series forms (5498-QA, 5498-ESA)

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