Personal Data Last year’s return (if you are a new client) Social Security Numbers (including spouse and children) Filing status (single, married filing jointly, married filing separately) Address (include city, county, and school district) Child care provider: Name, address and tax I.D. or Social Security Number Alimony paid: Social Security Number   Employment & Income Data W-2 forms for this year Unemployment compensation: Forms 1099-G Miscellaneous income including rent: Forms 1099-MISC Partnership, S Corporation, & trust income: Schedules K-1 Pensions and annuities: Forms 1099-R Social Security/RR1 benefits: Forms RRB-1099 Alimony received Jury duty pay Gambling and lottery winnings Prizes and awards Scholarships and fellowships State and local income tax refunds: Form 1099-G   Homeowner/Renter Data Residential address(es) for this year Mortgage interest: Form 1098 Sale of your home or other real estate: Form 1099-S Second mortgage interest paid Real estate taxes paid Moving expenses Date(s) moved during the year   Financial Assets Interest income statements: Form 1099-INT & 1099-OID Dividend income statements: Form 1099-DIV Proceeds from broker transactions: Form 1099-B Retirement plan distribution: Form 1099-R Financial Liabilities Auto loans and leases (account numbers and car value) if vehicle used for business Student loan interest paid Early withdrawal penalties on CDs and other time deposits   Expenses Cash & non-cash gifts to charity (qualified written statement from charity for any single donations of $250 or more) Unreimbursed expenses related to volunteer work Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions) Investment expenses Job-related education expenses Tuition & Full-time student expenses (list by amount & type) Child care expenses Adoption expenses Alimony paid Tax return preparation expenses and fees   Self-employment Data Business income: Forms 1099-MISC and/or own records Partnership SE income: Schedules K-1 Business-related expenses: Receipts, other documents & own records Farm-related expenses: Receipts, other documents & own records Employment taxes & other business taxes paid for current year: Payment records   Miscellaneous Tax Documents Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees Records to document medical expenses Records to document casualty or theft losses Records for any other expenditures that may be deductible Records for any other revenue or sales of property that may be taxable or reportable