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Last year's taxes, both federal and - if applicable - state return.
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Social Security numbers or ITIN for yourself, your spouse and all dependents.
INCOME
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W-2 forms
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1099 forms
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Rental income and related expenses
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Unemployment
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Summary of income if self-employed
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Retirement income
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Interest and dividends
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Net income from corporation or partnership, form K-1
DEDUCTIONS
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Retirement account contributions
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Educational expenses
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Medical bills
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Property taxes and mortgage interest
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Charitable donations
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Classroom expenses
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State and local taxes
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Child care expenses (daycare, nanny, summer camp)
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If you were covered by Marketplace aka Obama Care bring form 1095-A
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Business expenses if self-employed
PAYMENTS
Proof of estimated payments made during 2019, if any.
TAX CHECKLIST
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