This document outlines the key documents needed for US expat tax preparation. It discusses providing a tax questionnaire, prior year's tax return, and travel calendar. It also details the documents needed for reporting income sources like wages, interest, dividends, stocks, real estate transactions, pensions, annuities, social security benefits, and other income. Finally, it discusses documents for deductions like interest and taxes paid, foreign housing expenses, dependents, and other deductions. It advises expat taxpayers to contact issuers if any tax documents seem to be missing.