Social Security Card(s) - for the new client only |
Driver's License(s) - for the new clients only |
Dependents' Social Security Numbers/ITIN & Dates of Birth |
Last Year's Federal and State Tax Returns - for new clients only |
Wage Statements - Form W-2 |
Pension and /or Retirement Income - Form 1099-R |
Interest and /or Dividend Income - Form 1099-INT/Form 1099-DIV |
State Income Tax Refund Amount - Form 1099-G |
Social Security Income - Form SSA-1099 |
Unemployment Income - Form 1099-G |
Sales of Stocks or Bonds - Form 1099-B |
Self-Employed Business/Farm Income & Expenses - Form 1099-MISC |
Lottery or Gambling Winnings - Form W-2G |
Lottery or Gambling Losses |
Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1 |
IRA Contributions |
Child Care Expenses & Provider's Information |
Medical, Eye Care, and Dental Expenses |
Cash and Non cash Charitable Donations |
Record of Purchase or Sale of Residence |
Mortgage or Home Equity Loan Interest Paid - Form 1098 |
Real Estate and Personal Property Taxes Paid |
State or Local Sales Taxes Paid |
Unreimbursed Employment-Related Expenses |
Job-Related Educational Expenses |
Tuition and Education Fees - Form 1098-T |
Student Loan Interest - Form 1098-E |
Foreign Taxes Paid (applies commonly to Infosys, TCS and other clients) |