tax preparation list

Identification (Government Issued ID)
Social Security Card
W2 Form
Mortgage Interest Expense
Banking Account Information
Last Year's Tax Return
Retirement Contribution (IRA/401k)
Health Plan Forms (1095)
Student Loan Interest Statement
Form 1098-T - (Education Cost)
Letter 6419 Advanced Child Tax Credit
Letter 1444-C Stimulus Payment
1099-INT (interest)
1099-DIV (dividends)
1099-B (proceeds from broker or barter transactions)
1099-R (pensions and IRA distributions)
Schedules K-1 from partnerships
S corporations, estates and trusts, and other income reporting statements, including all copies provided from the payer.