Social Security numbers (for you, your spouse, and dependents)

Identity Protection PIN (if applicable)

Driver’s license or state ID

Copy of last year’s tax return (if available)

Estimated tax payments made during the year

Bank account information for direct deposit/refund

W-2 forms from employers

1099 forms (e.g., 1099-MISC, 1099-NEC, 1099-G, 1099-R, 1099-DIV, 1099-INT)

K-1 forms from partnerships, S-corporations, estates, and trusts

Alimony received statements

Rental income documentation

Business income and expenses (if self-employed)

Other income records (e.g., gambling winnings, prizes)

Receipts for charitable contributions

Mortgage interest statements (Form 1098)

Medical and dental expense receipts

Childcare expenses (including provider’s tax ID)

Education expenses (tuition and fees, Form 1098-T)

Student loan interest (Form 1098-E)

Retirement contributions (IRA, 401(k), etc.)

Property tax statements

Unreimbursed employment-related expenses