What tax documents should I have before preparing my return? You should have the following applicable tax documents and information ready before you start your return. Social security numbers and birth dates for you, your spouse, your children and any other people you support. Entering the correct SSN is critical. Forms W-2 for all jobs you or your spouse held during the year. Child care expenses Medical expenses Moving expenses Job related expenses Alimony paid or received Multiple support agreements Unemployment income, retirement income, social security benefits received, and tax refunds Mortgage interest paid (if you own a home) Charitable contributions of cash and property Federal, state and local taxes paid Forms 1099 for interest and dividends received from banks, mutual funds, and companies you own stock. Interest and dividend income received by your child under age 14. Income and expenses from you own business or odd jobs Income and expenses from rental and royalty property you own Sale and purchase records for any stock or other property you sold during 2001 Student loan interest and education expenses Casualty and theft losses Payment made to household employees Correct Bank routing transit numbers and deposit account numbers if you want any refund directly deposited to your account (your bank can provide you with this information.)