List of documents generally required for tax preparation:-

1. Social Security card(s) &  Driver’s License(s) for tax payers.
2. Dependants’ Social Security numbers and dates of birth
3. Wage statements W-2s
4. Last year’s Federal and State tax return
5. Self-employment business income and expenses/1099-MISC/1099K Commissions received/paid
6. Mortgage or home equity loan interest paid/1098
7. Pension, retirement income/1099-R
8. Unemployment income/1099-G
9. Statements on the sales of stocks or bonds/1099-B
10. Interest and dividend income/1099-INT/1099-DIV
11. State refund amount/1099-G
12. Real estate and personal property taxes
13. State or local taxes paid Sales tax paid
14. Cash and non-cash charitable donations
15. Tuition and Education Fees/1098-T
16. Student loan interest/1098-E
17. Moving expenses
18. Child care expenses and provider information
19. Receipt(s) for qualified energy efficient home improvements
20. IRA contributions
21. Income and expenses from rentals
22. Canceled Debt Amount/1099-C
23. Social Security income/SSA-1099
24. Lottery or gambling winnings/losses
25. Alimony paid or received
26. Record of purchase or sale of residence
27. Medical and dental expenses
28. Estimated taxes or foreign taxes paid
29. Unreimbursed employment-related expenses
30. Job-related educational expenses
31. Educator expenses
32. Casualty or theft losses