#1 - Identification
Social Security Card (Social Security numbers and dates of birth for you, your spouse and any claimed dependents)
Driver's License, State Identification, Passport
#2 - Income Information
W-2, 1099 series, Schedule K/K-1
Miscellaneous Income
Gambling winnings
#3 - Deductions information
Child care costs
Medical and dental expenses
Education expenses
Estimated tax payments made
Home mortgage interest and points you paid
Investment interest expense
Charitable donations
Adoption costs
Insurance reimbursements
Charitable donations
Miscellaneous tax deductions
Medical and dental expenses
#4 - Don't forget
Identity Protection Pin (If necessary)
Routing & account numbers for Direct Deposit