- VALID ID/DRIVERS LICENSE
- Direct Deposit: Routing and bank account number
- Employer Jobs: Form W-2s for every job worked in 2024
- Unemployment or Paid Family Leave: Form 1099-G
- Social Security: Form 1099-SSA
- Gambling Winnings: Form W2-G
- Independent Contractor: 1099 and itemized list of your expenses Schedule C Expense Sheet
- Medical, Medicare or insurance through your employer: Form 1095
- Covered California: Form 1095-A (MANDATORY)
- Marketplace Insurance: Form 1095-A (MANDATORY)
- Student Loans: Form 1098-E
- University/College: Form 1098-T, books, parking, and supplies
- Newborn: His/her social security card
- Dependents: Proof of residency (Must be from doctor, school or Form 1095 from health insurance)
- Daycare: Federal ID number, name, address, phone number, and amount
- Paid Family Leave: Form 1099-G
- Homeowner: 1098 mortgage interest statements and property taxes Schedule A Expense Sheet
- Rental Properties: Income and itemized list of expenses Schedule E Expense Sheet
- Bought, Sold, or Refinanced Home: Final closing statement from escrow
- Sold Home: Purchase price and purchase date of home
- Bought Car: Purchase agreement (553)
- Total Out of Pocket Medical Expenses: Keep receipts for your records
- Total Donations: Keep receipts for your records
- Car Registrations
- Solar Panels: Bill of sale
- HSA Distribution: Form 1099-SA
- HSA Contribution: Last paystub of 2024 with year-to-date totals.
- Crypto Trading: Form 1099-B (know your cost basis)
- Stock Sales: Form 1099-B
- Interest Income: Form 1099-INT
- Dividend Income: Form 1099-DIV
- 401K/IRA Cash Out: Form 1099-R
- Pension Distribution: Form 1099-R
- S-Corporation: Forms K-1 and 7203
- LLC/Partnerships: Form K-1
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