What do I need to file my 1040 Individual Income Tax Return?

Basic Information
1. Name, SSN, or ITIN, and date of birth
2. Last Year’s Return
3. Estimated Taxes Paid

Documents Received
1. Form W-2s- wage and tax statements
2. Form 1095s- includes health insurance and marketplace statement (1095-A) health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C)
3. Form 1098 mortgage interest, and student loan interest (1098-E)
4. Form 1099’s-dividend income (1099-DIV)
5. Interest income (1099-INT)
6. Merchant card and third party network payments (1099-K)
7. Miscellaneous income (1099-MISC)
8. Retirement plan distribution (1099-R)
9. Sale of home or real estate (1099-S)
10. Capital gain transactions (1099-B)
11. Distributions from HSA, Archer MSA or Medicare Advantage MSA (1099-SA)
12. Unemployment compensation (1099-G)
13. Form 2439s- notice to shareholder of undistributed long-term capital gains
14. Schedule K-1s- partnership, S Corporation and estate or trust income

Personal Records
1. Child and Dependent Care Expenses
2. Education Expenses
3. Medical Expenses
4. Vehicle & Personal Property Taxes Paid
5. Real Estate Taxes
6. Mortgage Interest Paid
7. Charitable Contributions
8. Gambling Expenses
9. Investment Transactions
10. Foreign Earned Income and Foreign Taxes Paid
11. Moving Expenses

E-file/ Print
1. Bank Information (Account and Routing Number for Direct Deposit)
2. Drivers License

Taxes