The information required for reporting personal income tax is basically divided into four categories;
First, Personal Basic Information:

Marital status, social security number or tax number, date of birth, family address, occupation, telephone number, choice of married filing jointly or married filing separately; children’s situation, whether the child lives with the parents; filing with parents jointly or separately?

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Second, Income Information:

Wages, bonuses, commissions, tips, financial institutions and other financial institutions year-end settlement interest and dividends, stock trading orders, social security income, pensions, unemployment benefits, city government refunds, rental housing income; Limited Liability Company (LLC) , Small Corporation (S CORP), Partnership Company income tax form; lottery ticket , gambling income statement; various form of W-2, 1098, 1099, K-1.

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Third, Expenditure Information:

Medical expenses, home loan interest and property tax bills, charitable donation receipts, accidental theft, proof of water fire damage, unreimbursed employee expense receipts (travel transportation, parking fees, work clothes receipts), other miscellaneous expenses (investment consultation, bank safe deposit box fee), tax return fees, proof of study fees, job fees, subscription fees for professional newspapers and magazines, purchase of IRA funds, repayment of student loan interest, relocation fees, proof of support payments under the divorce agreement.

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Fourth, Tax Benefits Information:

Recruitment fees for child care under 13 years old, receipts for tuition and fees for students, fees for claiming children, etc.

*Need to provide a check at that time to facilitate the automatic refund or transfer of taxes and refunds.