- Prior year Federal/State Tax Return
- Identity Protection PIN (if received)
- Social Security Number/Card
- Photo ID
- Bank Account Number/Routing details
Scenario | Documents |
---|---|
Wages | W2 |
State refund | 1099G |
Interest Income | 1099 INT/1099 ODI |
Divident Income | 1099 DIV |
General Stock Sale | 1099-B |
ESPP Stock Sale | 1099-B & Grant date , FMV on Grate date , Exercise Date , Exercise date FMV , Purchase Price |
HSA Health insurance | 1099-SA/5498-SA |
Education/Tuition fees | 1098-T or statement of payments |
Day Care Expense | Reciept with payments made last year and EIN |
Charitable Contribution | Receipt with EIN |
Mortgage Interest | 1098 |
Rental Property | Income , Expenses , House/Land Cost basis |
India Salary | Quarterly Income, India's Prior year total income, India's Prior year total tax – In Rupees |
India Interest | Quarterly Interest , India's Prior year total income, India's Prior year total tax – In Rupees |