Common list of things to bring or send for tax returns:

• W2s, 1099s, any other income
• Form 1095—Proof of health insurance 
• If you have an HSA (Health Savings Account) we’ll need forms 1099-SA which shows the distributions and form 5498-SA which shows the contributions
• If you own your home:  mortgage statement showing interest paid and property tax paid
• If you rent:  Name and address of landlord and amount paid for year
• Any income interest (from banks, etc)
• Copies of current drivers licenses 
• 401K or IRA statements 
• Amounts of any donations made during the year 
• Student loan interest 
• If claiming children: Proof of residency for children (ex: school transcript, doctors records, etc)
• Daycare provider name, address, tax ID # and amount paid for the year
• For direct deposit of any refund into checking or savings account: bank name, account number, routing number, and whether it is checking or savings