Other tax documents:

IRA contributions

Energy credits

Student loan interest

Medical Savings Account (MSA) contributions

Moving expenses (for tax years prior to 2018 only)

Self-employed health insurance payments

Keogh, SEP, SIMPLE and other self-employed pension plans

Alimony paid that is tax dedcutible

Educator expenses

State and local income taxes paid

Real estate taxes paid

Personal property taxes—vehicle license fee based on value

Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.

Direct deposit information—routing and account numbers

Foreign bank account information—location, name of bank, account number, peak value of account during the year

Tax deduction documents:

Advance Child Tax Credit payment

Letter 6419, Advance Child Tax Credit Reconciliation

If you received 'Your Third Economic Impact Payment', Letter 6475

Child care costs—provider’s name, address, tax id, and amount paid

Education costs—forms 1098-T, education expenses

Adoption costs—SSN of child, legal, medical, and transportation costs

Home mortgage interest and points you paid—Forms 1098

Investment interest expense

Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses

Casualty and theft losses—amount of damage, insurance reimbursements

Other miscellaneous tax deductions—union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.) (for tax years prior to 2018 only)

Medical and dental expenses