[ ] State ID for taxpayer and/or spouse
[ ] Prior Year Tax Return

Current Year Income Documentation
[ ] Wage and tax statements (Form W-2)
[ ] Gambling income (Form W2-G)
[ ] IRA distributions, pensions, and annuities (Form 1099-R)
[ ] Dividend income (Form 1099-DIV)
[ ] Interest income (Form 1099-INT)
[ ] Miscellaneous income (Form 1099-MISC)
[ ] Nonemployee compensation (Form 1099-NEC)
[ ] Unemployment compensation and other government payments (Form 1099-G)
[ ] Credit card, debit card, and third-party network transactions (Form 1099-K)
[ ] Reportable payment transactions
[ ] Social Security benefits (Form SSA-1099)
[ ] Railroad retirement benefits (Form RRB-1099)
[ ] Income from partnerships, S corporations, estates, and trusts (Schedule K-1)
[ ] Basis information for any partnerships and S corporations
[ ] Documentation of brokerage transactions and disposition of capital assets (Form 1099-B)
[ ] Proceeds from real estate transactions (Form 1099-S)
[ ] Self-employed business income (Schedule C)
[ ] Farm income (Schedule F)
[ ] Farm rental income (Form 4835)
[ ] Income from rental real estates and royalties (Schedule E)

[ ] Depreciation schedules from prior years for businesses, rentals, etc.
Other Income (provide supporting documentation for income received for the following items)
[ ] Sale of assets or property
[ ] Cancellation of debt
[ ] Other income
Payments (provide supporting documentation for payments made for the following items)
[ ] Educator classroom expenses
[ ] Employee business expenses
[ ] Contributions to a Health Savings Account
[ ] Expenses related to work relocation with the military
[ ] Alimony
[ ] Student loan interest
[ ] Refunded student loan interest payments
[ ] Student loan forgiveness
[ ] Tuition and fees for higher education
[ ] Expenses related to child or dependent care
[ ] Contributions to a Retirement Savings Account
[ ] Medical and dental expenses
[ ] Real estate taxes
[ ] Other state and local taxes
[ ] Mortgage interest
[ ] Investment interest
[ ] Cash contributions
[ ] Noncash contributions (provide organization name)
[ ] Unreimbursed employee expenses
[ ] Investment expenses
[ ] Gambling losses
[ ] Other payments