1. W-2 forms from all employers:
These forms provide information about your wages, salary, and taxes withheld by your employers throughout the year.
2. 1099 forms for various income sources:
1099 forms report various types of income, such as freelance earnings, interest, dividends, and more.
3. Social Security numbers for yourself and dependents:
Accurate Social Security numbers for all individuals listed on your tax return are crucial.
4. Proof of healthcare coverage (e.g., Form 1095-A, 1095-B, or 1095-C):
To comply with the Affordable Care Act, you'll need to provide documentation of health insurance coverage.
5. Mortgage interest statements (Form 1098):
This form shows the amount of interest paid on your mortgage, which may be deductible.
6. Property tax records:
Documentation of property taxes paid can potentially be used for deductions.
7. Business income and expenses records:
If you're a business owner, you'll need detailed records of your income and expenses for accurate reporting.
8. Investment income records (e.g., 1099-INT, 1099-DIV):
These forms report interest and dividend income, which may be subject to taxes.
9. Education-related expenses and forms (e.g., Form 1098-T):
Information about tuition payments and education-related expenses can be crucial for tax credits and deductions.
10. Charitable donation receipts:
Keep receipts for any charitable contributions made during the year for potential deductions.
