Tax Return Filings - Required Documents

Documents Required for Tax Return Filings

  • Wage Statements - Form W-2
  • Dependents' Social Security Numbers & Dates of Birth
  • Last Year's Federal and State Tax Returns
  • Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
  • State Income Tax Refund Amount - Form 1099-G
  • Unemployment Income - Form 1099-G
  • Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
  • Health Expenses (Medical, Eye Care, and Dental)
  • Record of Purchase or Sale of Residence
  • Mortgage or Home Equity Loan Interest Paid - Form 1098
  • Real Estate and Personal Property Taxes Paid
  • State or Local Sales Taxes Paid
  • Non-reimbursed Employment-Related Expenses
  • Job-Related Educational Expenses
  • Tuition and Education Fees - Form 1098-T
  • Student Loan Interest - Form 1098-E
  • Estimated Taxes Paid
  • Foreign Taxes Paid

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