In order to prepare for a tax appointment with a tax preparer at Santander Tax Service, taxpayers should be sure to gather all of the following information and documents that apply to their tax situation.   Personal Information   Social Security numbers for those filing the return and dependents  Date of birth for those filing the return and dependents  Bank account information (for direct deposit)  Income  W2 forms 1099 forms - Could include 1099-MISC, 1099-B, 1099-C, 1099-G, 1099-R, 1099-S, 1099-SA, 1099-INT, 1099-DIV, 1099-LTC, and more Alimony received  Business income Rental property income  Deductions and Credits  Retirement account contributions  Charitable contributions  Form 1098 (Mortgage Interest Statement)  Medical expenses  Form 1098-T and Form 1098-E for education expenses such as tuition paid and student loan information  Child care expenses (Must include name, address, and tax ID of child care prov...