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eZ Checklist

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)
 
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