Below is a list of tax documents commonly needed to file returns and a brief explanation of each. Every return is different so depending on your situation additional forms may be needed.

INCOME STATEMENTS
W-2’s – Employment income statement provided to you by your employer

1099-R – Income from pension or annuity

1099-G – Unemployment income

1099-MISC – For self-employment income

1099-INT – Interest income from checking or savings accounts

1099-DIV – Dividend income

1099-B- Forms showing brokerage trades in stocks and bonds

1099-SA – Health savings account

W-2G- Gambling winnings statement

K-1 forms – For income from a partnership, small business, or trust

1099 SSA – Social security

EXPENSES
1098 – Mortgage interest

1098-E– Student loan interest

1098-T – From educational institutions

RECEIPTS FOR OTHER TAX RELATED EXPENSES
Real estate and personal property tax statements

Medical or dental expenses

Child care

Charity contributions

Estimated taxes paid the previous year

IRA Contributions

Previous year’s tax preparation costs

Employment related expenses (dues, publications, tools, uniform cost and cleaning, travel, vehicle expenses)

Receipts for energy savings home improvements

AFFORDABLE CARE ACT FORMS
Form 1095-A if you enrolled in an insured plan through the Marketplace (Exchange)

Marketplace exemption certificate if you applied for and received an exemption from the Marketplace (Exchange)