What Documents Do I Need to Upload for E-file Taxes

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What Documents Do I Need to Bring to My Tax Preparer?

Updated for Tax Twelvemonth 2021 • January 18, 2022 11:49 AM

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OVERVIEW

Whether you lot prepare your taxes yourself or go help from a taxation preparer online or in-store, knowing what documents you'll need at paw can help prevent revenue enhancement filing errors and possibly lower your tax bill.

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What documents do I demand to file my taxes?

In addition to proof of your identity, and the identities of your family members, documents you should bring to a taxation preparer include:

1. Social Security documents
2. Income statements such as W-2s and MISC-1099s
3. Tax forms that written report other types of income, such as Schedule Grand-i for trusts, partnership and Southward corporations
4. Tax deduction records
5. Expense receipts

one.  Social Security details

Among the near important things a CPA, tax preparer, or tax training software volition need to file your tax return are the total names and Social Security numbers, or revenue enhancement identification numbers, of you lot, your spouse, and your dependents.

The easiest style to ensure all spellings and numbers volition be right on your taxation return is to provide:

• The Social Security cards for all people included on your tax return.
• Another class of identification to prove that the Social Security information is yours. Any regime-issued ID that includes a photograph will work, such as a driver's license, passport, or state identification card.

two.  Income statements

Fifty-fifty though your employer should report your income direct to the IRS, your tax preparer will also need the information on your W-2 form(s) to complete your tax forms.

• If you hold more than than ane job, you'll need to provide W-2s from each employer.
• If your employer makes a mistake on your W-2 and issues you a form W-2c, bring the corrected W-2c, also.

Other income statements your taxation preparer will need to file your return include your:

• W-2G, if y'all had sure types of gambling winnings
• 1099-R, if you received distributions from a pension, annuity, IRA, insurance contract and other retirement accounts.

3.  Other types of income

If you lot're self-employed or you receive income from other sources, y'all'll need to report that information on your taxation render. If you've received any of the following IRS forms in the mail, share them with your tax preparer.

• Form 1099 and Course 1099-MISC for cocky-employment income
• Form 1099-A for foreclosure of a home
• Class 1099-B for proceeds from banker transactions
• Grade 1099-C for cancellation of debt
• Course 1099-DIV for dividends and distributions
• Form 1099-G for unemployment income or a state revenue enhancement refund
• Class 1099-INT or Form 1099-OID for interest income
• Class 1099-K for business or rental income processed by 3rd-party networks
• Form 1099-LTC for Long Term Care reimbursements
• Form 1099-PATR for patronage dividends
• Grade 1099-Q for payments from qualified didactics programs
• Form 1099-QA for distributions from an ABLE business relationship
• Form 1099-S gain from the sales of property
• Form 1099-SA for Health Savings Business relationship and Medical Savings Account distributions
• Course SSA-1099 for Social Security benefits
• Class RRB-1099 for railroad retirement benefits

4.  Taxation deduction documents

Tax deductions can reduce your taxable income and, ultimately, your tax neb.   Here are some forms you'll need to document your major deductions:

• Course 1098, your Mortgage Interest Statement, which comes from the company that services your mortgage loan
• Grade 1098-C for the donation of an auto, boat or aircraft worth more than $500 to a tax-exempt organization
• Form 1098-E for interest you paid on a student loan during the preceding year
• Class 1098-T, the Tuition Statement, documenting how much yous paid in tuition for post-secondary education
• Form 1040ES copies, for a record of estimated tax payments made

5.  Receipts for expenses

If you lot'd like to deduct expenses from your personal or business organisation income taxes, share your receipts for those expenses with your tax preparer. Tax-deductible personal expenses include:

• Medical bills,
• Charitable contributions,
• IRA contributions, and
• Certain instruction expenses.

If you're self-employed, many business organisation expenses are likewise tax deductible.  To document both personal and business concern expenses, make sure you have all your receipts, invoices, medical bills, and mileage logs.

It's also a practiced idea to have a copy of your latest tax return on hand. Your tax return will serve not only as a roadmap to your typical income and deductions, but also point out whatsoever major changes that may accept occurred in the last year and any possible discrepancies betwixt your returns.

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized taxation, investment, legal, or other business organisation and professional person advice. Before taking any action, you should always seek the assistance of a professional who knows your item state of affairs for advice on taxes, your investments, the law, or any other business concern and professional person matters that affect you and/or your business.

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