What Do I Need to File?
Name, SSN or ITIN, and date of birth
Estimated Taxes Paid
Form W-2s - wage and tax statements
Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID),
merchant card payments (1099-K), miscellaneous income (1099-MISC), retirement (1099-R),
sale of home or real estate (1099-S) and unemployment compensation (1099-G)
Form 2439s - notice to shareholder of undistributed long-term capital gains
Schedule K-1s - partnership, S Corporation and trust income
Education Expenses
Medical Expenses
Vehicle (Personal Property) Taxes Paid
Real Estate Taxes
Mortgage Interest Paid
Charitable Contributions
Business or Employee Expenses
Gambling Expenses
Investment Transactions
Retirement Contributions
Foreign Earned Income and Foreign Taxes Paid
Moving Expenses
Energy Efficiency Property Expenses
Household Employee Expenses
Alimony Expenses and/or Income
Expenses for miscellaneous itemized deductions
Child and Dependent Care Expenses
Estimated Taxes Paid
Form W-2s - wage and tax statements
Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID),
merchant card payments (1099-K), miscellaneous income (1099-MISC), retirement (1099-R),
sale of home or real estate (1099-S) and unemployment compensation (1099-G)
Form 2439s - notice to shareholder of undistributed long-term capital gains
Schedule K-1s - partnership, S Corporation and trust income
Education Expenses
Medical Expenses
Vehicle (Personal Property) Taxes Paid
Real Estate Taxes
Mortgage Interest Paid
Charitable Contributions
Business or Employee Expenses
Gambling Expenses
Investment Transactions
Retirement Contributions
Foreign Earned Income and Foreign Taxes Paid
Moving Expenses
Energy Efficiency Property Expenses
Household Employee Expenses
Alimony Expenses and/or Income
Expenses for miscellaneous itemized deductions
Child and Dependent Care Expenses