Your spouse’s full name, social security number or tax ID number, and date of birth
Information about your stimulus payment — also known as an economic impact payment (EIP) — if applicable — you may have IRS Notice 1444 or other records showing your EIP amount
Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose
Dependent(s) Information
Dates of birth and social security numbers or tax ID numbers
Income of dependents and of other adults in your home
Sources of Income
Employed
Forms W-2
Unemployed
Unemployment (1099-G)
Self-Employed
Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC
Records of all expenses — check registers or credit card statements, and receipts
Business-use asset information (cost, date placed in service, etc.) for depreciation
Office in home information, if applicable
Record of estimated tax payments made (Form 1040–ES)
Rental Income
Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Record of estimated tax payments made (Form 1040–ES)
Retirement Income
Pension/IRA/annuity income (1099-R)
Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
Social security/RRB income (SSA-1099, RRB-1099)
Savings & Investments or Dividends
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
Expenses related to your investments
Record of estimated tax payments made (Form 1040–ES)