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tax interview
Personal Information
Full Name
Social Security Number
Date of Birth
Marital Status
Address
Income
W-2 Forms from your employer(s)
1099 Forms for any additional income (e.g., freelance work, investments)
Income and expense records if you are self-employed
Rental income records
Unemployment compensation
Social Security benefits
Alimony received
Any other sources of income
Deductions
Mortgage interest statement (Form 1098)
Property tax records
Medical expenses
Charitable contributions
Student loan interest
Education-related expenses
Childcare expenses
Business-related expenses (if applicable)
Any other deductible expenses
Credits and Deductions
Child tax credit
Earned Income Tax Credit (EITC)
Education credits (e.g., American Opportunity Credit, Lifetime Learning Credit)
Retirement contributions (e.g., IRA, 401k)
Energy-efficient home improvements
Any other applicable credits or deductions
Other Documents
Previous year's tax return (if applicable)
Bank statements
Investment statements
Health insurance information
Retirement account statements
Student loan statements
Any other relevant financial documents
Remember that this is a general checklist, and individual circumstances may require additional or different documents. It is always best to consult a tax professional or refer to the IRS guidelines for a comprehensive list specific to your situation.
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