Personal

• Identification

• Social Security Number (SSN) or

• Individual Taxpayer Identification Number (ITIN)

• Last tax return copy

  Income

• W2 Forms

• 1099 Forms: Interest and dividends, unemployment

  Are you studying college or university?

• Tuition and fees

 Course-related expenses, such as fees, books, supplies, and equipment that are required for the courses 

• Transportation payments directly related to your career

 Are you paying your house?

• 1098 Forms

• Mortgage statements

• Property taxes 

 Did you buy or sell Stocks?

• 1099 B Forms or Stock buying and selling information