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I'm not certain what I need to file taxes. I know there are specific documents needed for filing taxes -- Forms, records and receipts -- What information should I have on-hand to prepare my return?

Depending on your situation, you'll need a variety of documents. Here are some common items you might need when filing:

  • Your Social Security number (SSN) or taxpayer identification number (ITIN) and SSNs or ITINs for spouse and dependent or dependents (if any)
  • Your birth date and birth date for spouse and dependents (if any)
  • Income source documents:
    • W-2 - wages and salary
    • W-2G - gambling winnings
    • Form 1099-R - retirement income
    • Form 1099-INT - interest
    • Form 1099-DIV - dividends
    • Form 1099-MISC - miscellaneous income, including self-employment
    • Form 1099-G - government payments
    • Form 1099-SA - MSA or HSA distributions
    • Form 1099-B - broker or barter exchanges
    • Form SSA-1099 - Social Security benefits
    • Form RRB-1099 - railroad retirement
    • Schedule K-1 - partnership income or loss
  • Documents that reflect items you might have paid during the year:
    • Form 1098 - mortgage interest
    • Form 1098-E - student loan interest
    • Form 1098-T - tuition
    • Form 1095 - Health Coverage (there are different versions and you may have more than one.)
  • Records and receipts to document:
    • Unreimbursed mileage related to work or volunteering
    • Charitable donations
    • Contributions to retirement plans
    • Healthcare expenses
    • Self-employment income and expenses, including any:
      • Home-office expenses
      • Health-insurance premiums paid
      • Transportation costs
      • Advertising fees
    • Rental property
    • Moving expenses, if you moved for a new job
    • Expenses for energy-efficient home improvements
    • Tuition or fees paid for education for you, spouse, or dependents
    • Retirement account rollovers
    • Child care and dependent care expenses, including the employer identification number (EIN) or SSN of the care provider
  • A copy of last year's return
  • Financial account information to pay any balance due or receive any refund

Ready to file?

You've got your forms. And we've got your back. There's only one thing left to do. Let's do this.

Calculators

So how much will you get (or owe) this year? That’s the million-dollar question. We happen to have three very useful calculators to help you estimate your refund or balance due.

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