Basic Information Name, SSN, or ITIN, and date of birth Last Year’s Return Estimated Taxes Paid Documents Received Form W-2s- wage and tax statements Form 1095s- includes health insurance and marketplace statement (1095-A) health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C) Form 1098 mortgage interest, and student loan interest (1098-E) Form 1099’s-dividend […]