What Tax Documents Do I Need to File My Income Taxes?

What Tax Documents Do I Need?

Review the below list and check off each that applies to you.  These will be the documents we need to file your taxes. NOTE: This is an ongoing work-in-progress.

If you...	Then bring...
are self-employed	all 1099-MISC and any recorded income and expenses.
have a child who is a full-time student or are a full-time student who is not another’s dependent	1098-T Student Tuition which you or your child should receive from the university.
own a house	1098 Mortgage Interest (or multiple 1098s if you have more than one home loan) and any property tax or real estate documents.
received a state tax refund from the year before	1099-G.
were on unemployment	1099-G.
are paying back on a qualified student loan	1098-E sent from your lender.
have gambling winnings	W-2G received from casino or establishment where you won
purchased a house within the last year	your settlement statement on your title which includes loan origination fees and/or points
purchased health insurance from the marketplace under the Available Care Act (ObamaCare)	1095-A document sent from your insurance company
registered your car	car registration to calculate the deductible ownership tax
received Social Security benefits	1099-SSA
received any bank interest	1099-INT
had any out-of-pocket medical expenses (includes dental, copays and pharmacy)	the bills and/or receipts from your payments
made charitable contributions in excess of $250	receipts of contributions
received retirement benefits (pension/IRA/annuity income)	a 1099-R for each benefit plan
we employed by a company or by multiple companies	W-2 for each company you were employed for
sold stocks or bonds	1099-B
sold incentive stock options	Forms 3921 from each year you received the stock and form 1099-B for the sale.
purchased a new car	bring invoice or receipt showing state/local taxes paid on purchase
pre-paid taxes quarterly	bring dates and amounts of payments
oil proceeds	1099MISC from each oil company (this is for Income Taxes only State Severance Tax also requires State Withholding form DR0021W from each producer)
purchased an new electric or hybrid vehicle	the VIN number, vehicle make, model and when you purchased it.