Social Security Card(s)
______________________________________________________________________________

  Driver’s License(s)
______________________________________________________________________________

  Dependents’ Social Security Numbers & Dates of Birth
______________________________________________________________________________

  Last Year's Federal and State Tax Returns
______________________________________________________________________________

  Wage Statements - Form W-2
______________________________________________________________________________

  Pension or Retirement Income - 1099-R
______________________________________________________________________________

  Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
______________________________________________________________________________

  State Income Tax Refund Amount - Form 1099-G
______________________________________________________________________________

  Social Security Income - Form SSA-1099
______________________________________________________________________________

  Unemployment Income - Form 1099-G
______________________________________________________________________________

  Commissions Received
______________________________________________________________________________

  Commissions Paid
______________________________________________________________________________

  Sales of Stocks or Bonds - Form 1099-B
______________________________________________________________________________

  Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
______________________________________________________________________________

  Lottery or Gambling Winnings - Form W-2G
______________________________________________________________________________

  Lottery or Gambling Losses
______________________________________________________________________________

  Income and Expenses From Rentals
______________________________________________________________________________

  Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
______________________________________________________________________________

  IRA/401K Contributions and Distributions
______________________________________________________________________________

  Alimony Paid or Received
______________________________________________________________________________

  Child Care Expenses & Provider Information
______________________________________________________________________________

  Medical, Eye Care, and Dental Expenses
______________________________________________________________________________

  Cash and Noncash Charitable Donations
______________________________________________________________________________

  Record of Purchase or Sale of Real Residence
______________________________________________________________________________

  Mortgage or Home Equity Loan Interest Paid - Form 1098
______________________________________________________________________________

  Real Estate and Personal Property Taxes
______________________________________________________________________________

  Moving Expenses
______________________________________________________________________________

  Home Improvement Expenses
______________________________________________________________________________

  Unreimbursed Employment-Related Expenses
______________________________________________________________________________

  Job-Related Educational Expenses
______________________________________________________________________________

  Educator Expenses
______________________________________________________________________________

  Tuition and Education Fees - Form 1098-T
______________________________________________________________________________

  Student Loan Interest - Form 1098-E
______________________________________________________________________________

  Casualty/Theft Losses
______________________________________________________________________________

  Estimated Taxes
______________________________________________________________________________

  Foreign/Other Taxes Paid
______________________________________________________________________________

  State and Local Tax Payments
______________________________________________________________________________

  Other Interest Paid