Social Security Card(s) - for all dependents including dates of birth
Driver's license
Wage statement(s) - W-2 Form(s)
Pension, or retirement income - Form 1099-R
Other government income - Form 1099-G
Interest & dividend income - Forms 1099-INT or DIV
Misc income - Form 1099-Misc
Copy of last year's tax return
Information on any education expenses
Commissions received and/or paid - Form 1099
Information on sale of all stock and bonds
Self-empolyment business income and expenses
Lottery and/or gambling winnings or losses
Social Security and/or unemployment income
Income and expenses from any rental property
Alimony paid or received
Record of purchase or sale of real estate
Medical and dental expenses
Real estate and personal property taxes
Estimated taxes or foreign taxes paid
Cash and non-cash charitable donations
Mortgage or home equity loan interest paid - Form 1098
Unreimbursed employment related expenses
Job related expenses (job search expenses)
Moving expenses
Child care expenses and provider information
Any other dependents including relatives
