Personal Information

• 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 direct deposit or payment
• Foreign reporting and residency information (if applicable)

Dependent(s) Information

• Dates of birth and social security numbers or tax ID numbers
• Childcare records (including provider's tax ID number, if applicable)
• Income of dependents and other adults in your home
• Form 8332 if applicable

Sources of Income

• Employed: Forms W-2
• Unemployed: Unemployment (1099-G)
• Self-Employed: Forms 1099, Schedules K-1, income records
• Records of all expenses, business-use asset information
• Office in home information (if applicable)
• Record of estimated tax payments made (Form 1040–ES)

Types of Deductions

• Forms 1098 or other mortgage interest statements
• Real estate and personal property tax records
• Receipts for energy-saving home improvements
• Charitable donation records
• Medical expense records
• Health insurance documentation
• Childcare expense records
• Educational expense records
• K-12 educator expense receipts
• State and local tax records
• Retirement and savings documentation
• Federally declared disaster documentation

Check the FEMA website to see if your county has been declared a federal disaster area.

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