Below is a list of the common documents we'll need:

  • Last year's federal & state return
  • W-2 (wages and salary)
  • 1095-A/B/C (Healthcare coverage)
  • 1099-MISC (freelance income)
  • 1099-INT (bank interest)
  • 1099-DIV (bank dividends)
  • 1099-B (stock sales)
  • 1099-R (IRA/401K distributions)
  • 1098 (mortgage interest)
  • 1098-E (student loan interest)
  • 1098-T (tuition statement)
  • 1099-G (unemployment/state refund)
  • 1099-SA (distributions from HSA)
  • 1099-SSA (social security)
  • K-1 (partnership/S corp/estate income)
  • Charitable donations
  • Alimony paid/received
  • Educator expenses
  • Health savings account contributions/distributions
  • Moving expenses
     

Worksheets: