<p>I want to get these done as early as possible, so I'd like to know which financial forms and records I'm going to need. Thanks in advance.</p>
<p>Your parents will need all of the information that they normally put together in order to file their Federal and State Taxes. In addition, they will need access to information about current value (as of the date of filing the FAFSA/CSS Profile) of any investments.</p>
<p>They will also need their most current bank statement (or they can check account balances online the day they file the FAFSA/Profile forms). They will need to list current values of all bank accounts, CDs and any investments they have. They will also need their home mortgage information but they will also need that to file their taxes if they do a long 1040 form and itemize. As noted above…ALL w-2 forms, 1099 forms, and 1098 forms will be needed.</p>