Your life is ever changing, which means your tax life changes too. Keep your files tidy and be prepared for the coming tax season too. Here’s a list of the most common tax documents needed to prepare your individual return. Remember, this list isn’t comprehensive and your personal tax documents may include additional items not included below.
Identification
Social Security number
Date of Birth
Spouse’s Social Security Number
Spouse’s Date of Birth
Dependent(s)
- Social Security Number
- Date of Birth
- Child Care Records (Including providers Tax ID number)
Income
Employment W-2 forms for each employer you worked for in the previous year
Unemployment 1099-G
State Refunds 1099-G
Gambling Income W-2G or records showing income, as well as expenses
Royalties 1099-Misc
Jury Duty Records
Trusts
Prizes and Awards
Hobby Income and Expenses
Health Savings Account & Long Term Care Reimbursements
- 1099-SA or 1099-LTC
Home Ownership
- Form 1098 Mortgage Interest Statement
- Real Estate and Personal Property Tax Records
Health Insurance & Medical Expenses
- 1095-A if you have insurance through the State Marketplace
- 1095-B if you have health coverage
- 1095-C if you have employer provided health coverage
- Amounts paid for doctors, dentists, and hospitals
- Miles driven for medical purposes
- Travel for medical services including hotels, planes, tolls, and parking fees
Education Expenses
- Forms 1098-T from Educational Institutions
- Form 1098-E Student Loan Interest
- Receipts for qualified educational expenses
- Records of Scholarships & Fellowships
Retirement & Other Savings
- Form 5498 showing IRA Contributions
- Form 1099-R 401k Distribution