USEFUL RESOURCES

Documents you may need to file taxes.

Income Statements: W2, Misc 1099, NEC 1099
Tax forms that report other types of income. (schedule k-1 for trust, partnership)
Tax deduction records.
Expense receipts (medical bills, charitable/IRA contributions, education)
1098 (Mortgage interest statement).
1098T (Tuition statement).
1098E (Interest paid on student loan).
Social security cards (all that are included on return).
Government issued ID (driver's license, state identification, or passport).
W-2G (Gambling wins).
1099-C (Cancellation of debt).
1099-A (Foreclosure of home).
1099-Inc (Interest income from bank).
1099-G (Unemployment income).
SSA 1099 (Social security benefits).
RRB-1099 (Railroad retirement).
1099-S (Proceeds from the sale of property).
1099-K (Business or rental income).
1095-A (Marketplace health insurance).

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