Full legal name, Social Security number (SSN), and date of birth for yourself, your spouse, and dependents.

Contact information, including address, phone number, and email.

W-2 forms for employment income. 1099 forms for various types of income, such as freelance work, rental income, or investment gains.

Income statements for any side businesses or self-employment income.

Documentation of unemployment compensation received during the year.

Statements of investment earnings and losses, including 1099-B and 1099-DIV forms.

Records of any contributions or distributions from retirement accounts, such as 401(k) or IRA statements.

Mortgage interest statements (Form 1098) and property tax records.

Receipts for medical expenses, including health insurance premiums and out-of-pocket costs.

Documentation of charitable contributions, both cash and non-cash donations.

Records of business expenses, such as travel expenses, office supplies, and mileage logs.

1098-T form for tuition payments and education-related expenses.

Records of any student loan interest paid during the year.

Forms 1095-A, 1095-B, or 1095-C to verify health insurance coverage.

Any correspondence received from the IRS or state tax authorities.

Records of estimated tax payments made during the year.