Copy of Social Security cards for all household members

Copy of driver’s license or government ID for taxpayer and spouse for efile purposes

W-2’s

1099’s of any kind

1095-A if received for health insurance premium credit

Mortgage Interest Statement

Estimated Taxes Paid and dates paid

If filing for a sole proprietorship business

Income

Expenses

Items being depreciated with listing of when purchased, amount, and any prior depreciation already taken

Record of vehicle mileage used in business along with all other miles the vehicle is used for

This is just a small list of things you need.  If you think the preparer may need it, take it with you or send, just in case.

Don’t forget the small things, they add up

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