W-2’s: Employer wage statements 

1099-G: Unemployment and state refund 

1099-INT, 1099-DIV, 1099-B: Investment info 

1099-MISC: Self-employment income 

1099-R: Pension or retirement income 

1099-SSA: Social Security statements 

K-1: Partnership or trust info 

Alimony details and spouse’s SSN 

Rental income and expenses

Self-employment income with Profit & Loss statement if available