Personal Information
1. Social Security numbers for you, your spouse, and any dependents
1. State ID or any form of Accepted Identification of you, your spouse, and any dependents.
2. Resident address and mailing address
3. Cell Phone: Number and Email
Income for the Tax Year
1. W2 Forms
2. 1099-Misc, 1099-NEC, 1099-K and 1099-G for Unemployment
3. Real estate sales income 1099-S forms for proceeds from sale of real estate
Other Income
A. Alimony received for divorce
B. Business incomes K-1 Forms
C. Gambling wining
D. Income from stock market and Crypto
Deduction Checklist
1. Amount of Alimony paid
2. Mortgage interest 1098 Form
3. Mileage for use of your motor vehicle for business and medical reasons
4. Student loan interest
5. HAS and IRA forms
Expenses Checklist for Lyft, Uber and Door Dash drivers over the tax year
a. Car Wash
b. Vehicle registration
c. Vehicle insurance
d. Vehicle mileage used for the purpose of business
e. Receipt and record of your miscellaneous expenses
