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 for tax preparation. 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