Individual tax return preparation: what we need to get start

The documents you need to complete an individual tax return vary depending on your situation. To help give you an idea of what you'll need to bring take a look at the list below. 

• Social Security Number or Tax ID number
• Identity Protection PIN for any taxpayer, spouse or dependent that has been issued on by the IRS.
• Bank Information including routing and account numbers where you'll want your refund deposited. 
• Copy of a state issued driver's license or ID. 

• Social Security Number or Tax ID number
• Identity Protection PIN for any tax payer, spouse or dependent that has been issued on by the IRS.
• Date of birth
• Child care expenses
• 1098-T- Tuition statement
• income of dependents on the return. 

• W-2
• Interest received from financial institution
• 1099-R- Retirement Statements
• SSA Statements received from Social Security
• 1099B- Capital Gains from sale of stocks and bonds

• 1098- Mortgage Interest Statement
• Real estate and property tax statements or reciepts
• Energy saving home improvement information
• Charitable contribution- Cash and non-cash
• Medical expenses