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• Last year's taxes, both federal and - if applicable - state return.

• Social Security numbers or ITIN for yourself, your spouse and all dependents.

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INCOME

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• W-2 forms

• 1099 forms

• Rental income and related expenses  

• Unemployment 

• Summary of income if self-employed

• Retirement income

• Interest and dividends

• Net income from corporation or partnership, form K-1

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DEDUCTIONS

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• Retirement account contributions

• Educational expenses

• Medical bills

• Property taxes and mortgage interest

• Charitable donations

• Classroom expenses

• State and local taxes

• Child care expenses (daycare, nanny, summer camp)

• If you were covered by Marketplace aka Obama Care bring form 1095-A

• Business expenses if self-employed

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PAYMENTS 

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Proof of estimated payments made during 2019, if any.