Current driver's license numbers, including issue and expiration dates.
Names, birthdates, and social security numbers of all people listed on the tax return. Please make special note of any births or deaths.
At any time during the current year, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?
Income
Forms W-2 from all employers and all states. Please separate yours from your dependents.
Bank interest Forms 1099-Int. Banks are not required to issue for amounts under $10.
Dividend Forms 1099-Div
Year End Broker forms for taxable investment accounts. These are typically issued in February. Do not include retirement accounts
All transactional data summarized for small business earnings.
All transactional data summarized for rental property separated by property address. Please also include the prior year's depreciation schedule. Include all settlement statements for any new purchases, sales, or exchanges.
All Forms K-1 from Partnerships, S Corporations, or Estates.
All oil and gas royalty Forms 1099-Misc. Please make a note of what State the income is derived from.
All farm activity, including CCC payments and depreciation schedules.
All pension distribution Forms 1099-R. These include IRAs and annuities.
All Social Security Forms 1099-SSA for all recipients
State refund Forms 1099-G
Unemployment Forms 1099-G
Any alimony paid or received? Date of the Agreement? ______________
Gambling income Forms W-2G
Deductions
Teacher expenses limited to $300
Retirement plan contributions outside of employer plans, including IRA contributions.
Student loan interest Form 1098-E
Real estate property tax paid, not assessed, on personal residence
License and registration fees on vehicles. Only the ownership tax is deductible.
Mortage interest Form 1098 on principal residence
Charitable contributions separated by cash-type vs non-cash type.
Credits
College tuition Form 1098-T for all attended schools.
Daycare information, including name, address, and social security number/EIN of the provider.
