What Documents Do I Need to File My Taxes?

Tax Documents Checklist

Personal Information

• Social Security numbers for yourself, spouse, and dependents
• Bank account number and routing number for direct deposit
• Prior year tax return (for reference)

Income Documents

• W-2: From each employer
• 1099-NEC: Freelance or contract income
• 1099-INT: Bank interest income
• 1099-DIV: Dividend income
• 1099-B: Investment sales
• 1099-G: Unemployment benefits or state tax refunds
• 1099-R: Retirement distributions
• SSA-1099: Social Security benefits
• K-1: Partnership, S-Corp, or trust income

Deduction Documents

• Mortgage interest statement (Form 1098)
• Property tax records
• Charitable donation receipts
• Medical expense receipts
• State and local tax payments made
• Student loan interest (Form 1098-E)
• Tuition payments (Form 1098-T)

Self-Employed / Business

• Business income and expense records
• Mileage log
• Home office measurements
• Equipment purchase receipts
• Estimated tax payments made

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