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