• 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