WHAT DO I NEED TO FILE MY TAXES?
  • WHAT DO I NEED TO FILE MY TAXES?

  • What you need to file your taxes varies depending on your situation. For example, if you’re a self-employed college student, you may need 1099 and 1098-T forms to file your taxes. However, if you weren’t in college and only received a W-2, you could skip those tax documents.

  • Format: (000) 000-0000.
  • Use the checklist below to find the tax documents and forms you'll need to get started.

  • Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes.
  • Dependent(s) Information

  • Parents and caregivers should gather this information as they review what they need to file their taxes.
  • Sources of Income

    Many of these forms won’t be needed to file taxes every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity.
  • Self-Employed
  • Rental Income
  • Retirement Income
  • Savings & Investments or Dividends
  • Other Income & Losses
  • Types of Deductions

    The types of deductions you can take depend a lot on your life situation. It’s likely you won’t need all of the documents listed below for your taxes.
  • Home Ownership
  • Charitable Donations
  • Childcare Expenses
  • Educational Expenses
  • State & Local Taxes
  • Retirement & Other Savings
  • Federally Declared Disaster
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