Form W-2s – wage and tax statements.
Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C).
Form 1098s – includes mortgage interest (1098) and student loan interest (1098-E).
Form 1099s – includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of home or real estate (1099-S), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G).
Child and Dependent Care Expenses.
Education Expenses.
Medical Expenses.
Vehicle (Personal Property) Taxes Paid.
Real Estate Taxes.
Mortgage Interest Paid.
Charitable Contributions.
Business or Employee Expenses.
Bank Information (Account and Routing Number for Direct Deposit).
Driver’s license.
