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.
Name*

First NameLast Name
Email*
example@example.com
Spouse's Name (If Applicable)

First NameLast Name
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
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.

Your social security number or tax ID numberYour spouse’s full name, social security number or tax ID number, and date of birthInformation about your stimulus payment — also known as an economic impact payment (EIP) — if applicable — you may have IRS Notice 1444 or other records showing your EIP amountIdentity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRSRouting and account numbers to receive your refund by direct deposit or pay your balance due if you choose
Dependent(s) Information
Parents and caregivers should gather this information as they review what they need to file their taxes.

Dates of birth and social security numbers or tax ID numbersChildcare records (including the provider's tax ID number) if applicableIncome of dependents and of other adults in your homeForm 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
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.
Employed

Forms W-2
Unemployed

Unemployment (1099-G)
Self-Employed

Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NECRecords of all expenses — check registers or credit card statements, and receiptsBusiness-use asset information (cost, date placed in service, etc.) for depreciationOffice in home information, if applicableRecord of estimated tax payments made (Form 1040–ES)
Rental Income

Records of income and expensesRental asset information (cost, date placed in service, etc.) for depreciationRecord of estimated tax payments made (Form 1040–ES)
Retirement Income

Pension/IRA/annuity income (1099-R)Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)Social security/RRB income (SSA-1099, RRB-1099)
Savings & Investments or Dividends

Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)Income from sales of stock or other property (1099-B, 1099-S)Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)Expenses related to your investmentsRecord of estimated tax payments made (Form 1040–ES)Transactions involving cryptocurrency (Virtual currency)
Other Income & Losses

Gambling income (W-2G or records showing income, as well as expense records)Jury duty recordsHobby income and expensesPrizes and awardsTrust incomeRoyalty Income 1099–MISCAny other 1099s receivedRecord of alimony paid/received with ex-spouse’s name and SSNState tax refund
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

Forms 1098 or other mortgage interest statementsReal estate and personal property tax recordsReceipts for energy-saving home improvements (e.g., solar panels, solar water heater)All other 1098 series forms
Charitable Donations

Cash amounts donated to houses of worship, schools, other charitable organizationsRecords of non-cash charitable donationsAmounts of miles driven for charitable or medical purposes
Medical Expenses

Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals
Health Insurance

Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
Childcare Expenses

Fees paid to a licensed day care center or family day care for care of an infant or preschoolerAmounts paid to a baby-sitter or provider care of your child under age 13 while you workExpenses paid through a dependent care flexible spending account at work
Educational Expenses

Forms 1098-T from educational institutionsReceipts that itemize qualified educational expensesRecords of any scholarships or fellowships you receivedForm 1098-E if you paid student loan interest
K-12 Educator Expenses

Receipts for classroom expenses (for educators in grades K-12)
State & Local Taxes

Amount of state and local income or sales tax paid (other than wage withholding)Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles
Retirement & Other Savings

Form 5498-SA showing HSA contributionsForm 5498 showing IRA contributionsAll other 5498 series forms (5498-QA, 5498-ESA)
Federally Declared Disaster

City/county you lived/worked/had property inRecords to support property losses (appraisal, clean-up costs, etc.)Records of rebuilding/repair costsInsurance reimbursements/claims to be paidFEMA assistance informationCheck the FEMA website to see if your county has been declared a federal disaster area
Please upload documents that you've checked above

Cancelof
Should be Empty:

WHAT DO I NEED TO FILE MY TAXES?

Use the checklist below to find the tax documents and forms you'll need to get started.

Dependent(s) Information

Sources of Income

Types of Deductions