Your Social Security number (for you and your spouse and dependents, if applicable).

If you do not have a Social Security number, your Individual Tax Identification Number.

W-2 Forms for 2023

Fees paid to a licensed day care center or family day care for care of an infant or preschooler.

Wages paid to a babysitter.

Cash amounts donated to houses of worship, schools, other charitable organizations

Records of non-cash charitable donations

Mileage driven for charitable purposes

Total amount paid for healthcare insurance and expenses; along with itemized receipts

Form 1095-A if you enrolled in an insurance plan through the Marketplace.

Form 1095-B and/or 1095-C if you had insurance coverage through any other source

Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace

Form 1099-NEC

Form 1099-MISC

Schedule K-1

Income records to verify amounts paid if not reported on a 1099-MISC

Records of all expenses paid in 2023 related to your self-employment business

Business-use asset information (cost, date placed in service, etc.) for depreciation purposes

Home office expenses

Total amount you contributed for 2023

Total value of your retirement accounts as of Dec. 31, 2023

Pensions, IRA, and other retirement income (Form 1099-R)

Social Security income

Records of income and expenses paid in 2023

Rental asset totals – cost, date placed in service for depreciation determination.

Amount of state/local income tax paid (other than wage withholding) or amount of state and local sales tax paid

Invoice showing amount of vehicle sales tax paid

Your bank account and routing number

A list of taxes you paid the previous two years: including property taxes, state and local taxes and any estimated taxes payments you made

Forms 1098-T from educational institutions

Receipts that itemize qualified educational expenses

Records of any scholarships or fellowships you received

Form 1098-E if you paid student loan interest

Employment related vehicle expenses (tolls, mileage, gas, maintenance, license, property tax, interest expense, parking)

Receipts for classroom expenses (for educators in grades K-12)

Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)

Job-hunting expenses

Record of moving expenses not reimbursed by employer