Related to Income
- W-2 Forms for Wages and withholdings
- 1099-R Forms for retirement or IRA income
- 1099-SSA Forms for Social Security Benefits
- 1099-INT for interest income on savings
- 1099-DIV for Dividend Income from investments
- 1099-B for Stock Sales
- 1095-A for Health Insurance Premium Subsidy
- Schedule K-1 for Business or Investment
Related to Deductions
- Form 1098 for mortgage interest
- Property Tax (if not on above form)
- Car Tag Receipts
- Church or Charity statements
- Child or Dependent Care statements
- Form 1098-T College Tuition
- Form 1095-A, B or C Health Insurance
- Form 1099-SA and 5498-SA Health Savings Accounts
Items to Note in 2023
Avoid Refund Delays - Many different factors can affect the timing of your refund after we transmit your return. Although the IRS issues most refunds in less than 21 days, the IRS cautions taxpayers not to rely on receiving a refund by a certain date. Refunds for people claiming the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC) can't be issued before mid-February. The law requires the IRS to hold the entire refund − even the portion not associated with EITC or ACTC.
Note: The documents we've listed on this page are routinely a minimum list of items needed by individuals. The list is not intended to be all encompassing, but a good starting point.
