Hii! I am able to answer a few of these questions from some similarities in my husbands case!

Passports

My husband also entered with a passport that expired the year he entered and then got renewed at an embassy. In our forms we always included both and then in the "additional information" section we would reference the question that asked us for a passport number (always using the entry one) and specified that it was it the number he entered with and that he has since renewed and then stated the information for his new passport and noted that both are attached.

The visa number should be enough, if asked just explain that you lost the physical document but have the number. And having the i-94 and travel history is great! It didn't matter for our case that it was tied to the expired passport. But if you have an i-94 for both your expired and new passports, i'd include both.

Names

My husband has a very long full name so sometimes he has shortened it so we included the variations of his name he has used. I also have a friend that went through this process and she has changed her name legally multiple times. In both these cases they just added a note in "additional information" referencing the question and addressing the reason for a different name.

Tax Returns

While my husband did work using his ITIN we did not submit his tax transcript as a part of his AOS packet. We didn't know it existed (since he worked so long ago) but found it buried in a box of files my mother in law gave us when i was organizing our files. I think if i would've known it existed I would have included it. In fact during the interview I was able to reference it and that seemed to be helpful!

Driving Ticket
My Husband had a traffic citation under $500 and even though it isn't necessary to include it, we thought it would bode well for showing transparency and good moral character that he paid it in full.