Missing Information

Valid government-issued photo ID

Current IRS Identity Protection PIN (IP PIN)

Prior-year tax return

Childcare Letter

Custody agreements or Form 8332

Disability information

Residency records

All W-2 forms from every employer

All 1099-NEC and 1099-MISC forms

1099-K income from payment apps or marketplaces

1099-INT and 1099-DIV income

1099-B for stocks, investments and securities

1099-R for retirement distributions

SSA-1099 for Social Security benefits

1099-G for unemployment or state tax refunds

1099-C for cancellation of debt

1099-S or closing statements for property sales

Cash income, tips, gig income, and income not reported on forms

Partnership, S corporation, estate, and trust Schedule K-1 forms

Foreign income and foreign account disclosures, if applicable

Digital asset and cryptocurrency sales or transactions

Other taxable or potentially reportable income

Business name, EIN, ownership and business activity

Gross receipts, including cash and card payments

Profit and loss statement or income and expense summary

Business bank statements if needed to reconcile income

Business mileage log and vehicle expenses

Business-use percentage of vehicle, phone and internet

Supplies, advertising, rent, insurance and utilities

Contract labor payments and 1099 information

Business equipment, furniture and major purchases

Business asset sales or disposals

Home office details, if eligible

Inventory and cost of goods sold, when applicable

Estimated tax payments made

Prior-year depreciation and asset schedules

Payroll, shareholder compensation and distributions, if applicable

Mortgage interest Form 1098

Property and real estate taxes paid

Charitable cash donation records

Noncash charitable donations and supporting records

Medical, dental and qualified insurance expenses

Student loan interest Form 1098-E

Tuition Form 1098-T and education expense details

Retirement and IRA contribution records

HSA Forms 1099-SA and 5498-SA

Energy-efficient home improvements and installation records

Electric vehicle purchase documents, if relevant

Educator expenses, if eligible

Other eligible itemized deductions and credits

Any unused losses, credits or deductions carried forward

Form 1095-A for Marketplace insurance, if applicable

Details of advance premium tax credit payments

Coverage changes during the year

Self-employed health insurance premiums

HSA contributions and distributions, if applicable

Rental property addresses and ownership percentages

Rental income received

Mortgage interest, taxes, insurance, repairs and other expenses

Property purchase date and rental start date

Cost basis and capital improvement records

Prior-year depreciation schedules

Property sale closing disclosure and selling expenses

Personal-use and rental-use days for mixed-use properties

Passive activity loss carryovers

Details of other real estate transactions

Refund direct-deposit bank routing and account numbers

Balance-due payment preference

State residency changes or income from another state

IRS or state tax notices and letters

Unfiled prior-year returns

Other