This is a comprehensive checklist. Some of the items may not apply to you. Please read through the checklist and send along all tax documents that apply to you. 


Copy of your 2014 tax return


  • W-2 Forms from all employers for you (and your spouse, if filing a joint return)
  • 1099 Forms if you (or your spouse) completed contract work and earned more than $600
  • Investment income information (including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments)
  • Income from local and state tax refunds from the prior year
  • Business income (accounting records for any business that you own)
  • Unemployment income
  • Rental property income
  • Social Security benefits
  • Miscellaneous income (including: jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts)

Income Adjustments

  • Homebuyer tax credit
  • Green energy credits
  • IRA contributions
  • Mortgage interest
  • Form 1098-E for student loan interest
  • Medical Savings Account (MSA) contributions
  • Self-employed health insurance
  • Moving expenses

Credits and Deductions

  • Form 1098-T for education costs
  • Childcare costs
  • Adoption costs
  • Charitable contributions/donations
  • Casualty and theft losses
  • Qualified business expenses
  • Medical expenses
  • Job and moving expenses

Direct Deposit

  • Your bank account number
  • Your bank’s routing number

Misc Information needed

  • Proof of Health Insurance