What documents do I need to file a tax return?
The following is a general list of documents typically needed for tax preparation. Some situations require different documents. Please contact your tax preparer with specific questions regarding special situations:
- W-2
- All 1099 and 1098 forms
- Health Insurance Coverage Information (including
form 1095 issued by the insurance provider)
- Year end investment statements
- K-1 forms
- Any records of debt forgiveness
- Form 1098T for college tuition and fees and a print-out of the student’s account from the school’s financial office
- The amount estimated tax payments made
- Property tax bills
- Receipts for charitable giving (The charity must have 501c(3) status)