• Copies of driver's licenses for you and your spouse

• A copy of last year's Federal 1040 tax return if available

• Copies of social security cards for you, your spouse, and all dependent children

• Dates of birth for dependent children

• Email address and cell phone numbers

• Official physical address of your home (no PO boxes)

• Occupation titles for you and your spouse (e.g., accountant, electrician, teacher)

• W-2 forms (wages from your employers)

• SSA 1099 forms (social security income)

• 1099 forms

o Bank Interest—1099INT

o Unemployment—1099G

o IRA distributions—1099R

o Pension distributions—1099R

o Non-employee compensation—1099NEC

o Miscellaneous income—1099 MISC

o Brokerage consolidated 1099 forms (dividends, interest, stock sales)

• 1098 form (from your mortgage company)

• Documentation of real estate taxes payments (if not paid through your mortgage company)

• Home purchase settlement statement if applicable

• Documentation of daycare expenses (provider’s EIN number, address, and total amount paid)

• Documentation of donations including:

o Misc

o Church

o Noncash (e.g., Salvation Army, Goodwill, Vietnam Vets)

• The amount of Advance Child Tax Credit you received last year for each child (payments may have been disbursed in July through December and likely total $250-$300 per child)

• Verification of marketplace health insurance if applicable (Form 1095A--available at www.healthcare.gov)

• A copy of a voided check for direct deposit or payment of your federal and state taxes