Most people filing their tax return will need at least some of the following documents:

• Form W-2 (Employment Income) – If you have a job, you should receive a W-2 from your employer. This form provides information on your total earnings, taxes withheld, and other contributions to your retirement plan (if applicable).
• 1099 Forms (-NEC, -MISC, -K) – If you’re self-employed or work as an independent contractor, you’ll receive a 1099 form rather than a W-2. (Here are some of the differences between each type of 1099 form.)
• 1095 Forms (Health Insurance information) – If you had health insurance during the tax year, you’ll need to report it on your return. You should receive a 1095 from your insurance provider, detailing the type of coverage you had and how long you were covered. This documentation is especially important for those who may qualify for a health insurance-related tax credit.
• 1098 Forms (Mortgage interest) – If you’ve paid mortgage interest or student loan interest during the tax year, you should receive a 1098 form. This provides information on the amount of interest you paid and can be used to claim a tax deduction if you are itemizing.
• Account Statements – If you have any taxable investments or savings, you’ll receive statements detailing earnings and losses, dividends received, and interest received. Any earnings must be reported as income.
• Records of Expenses & Taxes Paid – If you’re self-employed, you’ll need to keep track of all business-related expenses, including receipts for office supplies, travel expenses, and equipment purchases. These will be used to complete your 1040’s Schedule C. Even if you aren’t self-employed, some expenses are tax-deductible or eligible for tax credits (for example: childcare expenses for parents, out-of-pocket spending for classroom supplies by teachers, student loan interest, educational expenses)