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> tax return documents
tax return documents
Personal Information
Gather Social Security numbers for you, your spouse, and any dependents.
Collect copies of last year’s tax return.
Income Documentation
Obtain W-2 forms from all employers.
Collect 1099 forms for freelance work, interest, dividends, or retirement distributions.
Include any other income sources, such as rental income or alimony received.
Deduction and Credit Documents
Compile receipts for deductible expenses (medical, charitable donations, business expenses).
Gather documentation for mortgage interest and property taxes paid.
Collect any education-related expenses (Form 1098-T).
Include documents for child care expenses, if applicable.
Health Insurance Information
Gather Form 1095-A, 1095-B, or 1095-C for health coverage.
Document any Health Savings Account (HSA) contributions or distributions.
Retirement Contributions
Collect documents for any contributions to IRAs or retirement accounts.
Gather statements for any distributions taken from retirement accounts.
Other Relevant Documents
Collect any notices from the IRS or state tax authority.
Compile records of estimated tax payments made during the year.
Gather any additional documentation related to special circumstances (e.g., home sales, investments).
Final Review
Check that all documents are complete and accurate.
Ensure all necessary signatures are included.
Review for any last-minute deductions or credits that may apply.
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