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
New in 2022
Reconcile Advance Child Tax Credit Payments – In January 2022, the IRS will send you Letter 6419 to provide the total amount of advance Child Tax Credit payments that you received in 2021. You need to keep this and any other IRS letters you received about advance CTC payments you received with your tax records so we can refer to them when you file.
Claim Recovery Rebate Credit – Individuals who didn’t qualify for third Economic Impact Payments or did not receive the full amount may be eligible for the Recovery Rebate Credit based on their 2021 tax situation. In early 2022, the IRS will send you Letter 6475 to provide the total amount of the third Economic Impact Payment and any Plus-Up payments that you received. You need to keep this and any other IRS letters you received about your stimulus payments with your tax records so we can refer to them when you file.
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.