Personal Information: Social Security Number (or ITIN) Filing status (Single, Married Filing Jointly, etc.) Dependents’ information (if applicable) Income Documents: W-2s from employers 1099s (like 1099-NEC for self-employment, 1099-INT for interest, 1099-G for unemployment, etc.) Bank statements or investment forms (like 1099-DIV, 1099-B) Self-employment income (influencers often track income from brand deals, affiliate sales, etc.) Deductions/Credits (if applicable): Student loan interest Mortgage interest (Form 1098) Education costs (Form 1098-T) Charitable donations Medical expenses Retirement contributions Childcare expenses Business expenses (if self-employed) Health Insurance Info: Form 1095-A, B, or C (Marketplace, employer, or government-provided insurance) Direct Deposit Info: Bank routing and account numbers for your refund (if applicable)
