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What documents do I need to file my return?

Whether you handle it yourself or hire a professional, organize your documents and research applicable tax deductions and credits before filing. Refer to the following list, but note that required documents may vary based on your situation.

Personal And Family

  • Name

  • Date of Birth

  • Social Security Number (SSN) / Individual Taxpayer Identification Number (ITIN) / Taxpayer Identification Number (ATIN) for pending U.S. adoption cases)/ ​Identity Protection Personal Identification Number(IP PIN)(If applicable)

  • Tax returns from the last 3 years (if applicable)

  • Valid driving license

Income 
Information

  • Salary income (W-2 Form)

  • Interest income (1099-INT or alternative filing)

  • Dividend income (1099-DIV or alternative filing)

  • Stock trading income (1099-B or broker statement)

  • Self-employment income and expenses

  • Sale of real estate

  • Rental income and expenses

  • Business asset sale

  • Gambling or lottery winnings (W-2G)

  • State income tax refund (1099-G)

  • Pension income (1099-R)

  • Social security or railroad retirement benefit (SSA-1099 or RRB-1099)

  • IRA or 401(k) Distributions (1099-R)

  • Non-employee compensation (1099-NEC)

  • Unemployment compensation (1099-G)

  • Scholarship received (1098-T)

  • Partner’s income (K-1)

  • Other income (1099-MISC)

Tax Deductions

  • Substantial medical expenses

  • Real estate tax or personal property tax

  • Home mortgage interest

  • Charitable donation receipts (cash and non-cash)

  • Employment expenses

  • Traditional IRA contributions

  • Higher education expenses

  • Educator expense

  • Student loan interest

Tax
Credits

  • Child care fee receipts (e.g. provider information, address, and EIN or Social Security Number (SSN))

  • Adoption expenses documents

  • Retirement plan contribution documents

  • Environmental friendly vehicle purchase document

  • Residential energy savings document (Such as solar system purchase/installation costs)

  • Healthcare premium receipts

Things to Keep in Mind

Whether you owe taxes or are expecting a refund, keep a copy of your tax return and other important documents for future reference or corrections. Retain documents related to stock transactions as well.

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File your tax return as soon as possible to receive your refund sooner. You can click Here to check your federal tax refund status. This tool updates every 24 hours. Check 24 hours after electronic filing or 4 weeks after mailing your return.

Need help with your taxes?

Whether you've chosen us as your tax representative or used our other services, feel free to Contact Us for support with your tax return.

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