1.) All Income Statements (W-2's, 1099's, Receipts, Etc.)
2.) Dependant Information (Children, Parents, Nieces/Nephews, Boyfriends, Etc.) Name, SSN & DOB's
3.) ID Information: Driver's License # (Expiration & Issue Date, Issuing State) (For E-File Only)
4.) Banking Information (Name of the bank/credit union & Account Type: Checking or Savings, Routing & Acct #)
5.) Prior Year AGI (Adjustment Gross Income) & Copies of prior year tax returns/forms (For E-File Only)
6.) Current Email Address
7.) DOB of the primary & secondary (if applicable) taxpayers
8.) IN Residents: Amount of monthly rent, how many months rented for prior year, landlord name & email address
NOTE: This information is needed even if I filed your tax return last year because your information may have changed in the last 365 days.
Thanks for your cooperation!