If you’re self-employed, you need to report that income. Information on other sources of income, such as gambling winnings, jury duty pay, cancellation of debt, etc.Records of any transactions involving cryptocurrency.Alimony received (if your divorce or separation agreement is dated on or before December 31, 2018).Schedule K-1 for income from a pass-through business, trust, or estate.1099-SA for distributions from a health saving account (HSA).1099-Q for distributions from a 529 plan or Coverdell ESA.1099-MISC for income from a rental property.1099-S for income from the sale of your residence or other property.1099-R and SSA-1099 for retirement plan distributions and Social Security benefits.1099-INT, 1099-DIV, and 1099-B for interest, dividends, and stock sales.1099-G forms for unemployment income and state or local tax refunds.You might receive several different forms documenting the income you received in 2021. Form 8332 if your dependent child’s custodial parent is releasing their right to claim the child as a dependent.Dependents’ name (as it appears on their Social Security card), dates of birth, and Social Security numbers (or tax ID numbers).If you can claim someone else as a dependent, you’ll need the following information. Bank account number and routing number to receive your refund by direct deposit.Copy of last year’s federal and state tax returns.Your name exactly as it appears on your Social Security card.Your personal information tells the IRS and state taxing authority who’s filing a return, where to contact you, and deposit your tax refund. And remember, if you’re married and filing a joint return with your spouse, you’ll need all of the following information for them as well.
What Documents Do I Need to File Taxes?īefore you start working on your return, review the tax prep checklist below. Here’s a roundup of the tax documents and information you’ll need.
IRS BUSINESS TRAVEL DOCS WHEN BUYING REAL ESTATE SOFTWARE
Whether you file your tax return using tax software or work with a professional, a tax prep checklist can keep you organized and help reduce stress when it’s time to do your taxes.
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