Documents for Form 1040 (individual tax return): checklist
The IRS's own list of records to gather before filing; the client uploads the items that apply.
The documents
30 documents, 5 marked optional.
- 1.Social Security number or ITIN for you and anyone else on your return
- 2.Bank account and routing numbers (for a direct-deposit refund or to pay taxes you owe)
- 3.Last year's adjusted gross income (AGI) and exact refund amount, if you filed
- 4.If you e-filed last year: your self-select PIN (optional)
- 5.Your IP PIN, if you received one from the IRS
- 6.Forms W-2 (or corrected W-2) showing wages from employers
- 7.Form W-2G for lottery and gambling winnings
- 8.Form 1099-K for payments from payment cards and online marketplaces
- 9.Form 1099-G for government payments such as unemployment benefits
- 10.Form 1099-INT showing interest you received
- 11.Form 1099-DIV for dividends and distributions
- 12.Form 1099-NEC for freelance and independent contractor work
- 13.Form 1099-R for retirement plan distributions, pensions or annuities
- 14.Form SSA-1099 for Social Security benefits
- 15.Form 1099-MISC for other miscellaneous income
- 16.Form 1095-A, Health Insurance Marketplace Statement
- 17.Records of digital asset transactions, if you did not receive an information return for them
- 18.Childcare or dependent care expenses
- 19.Home mortgage and property tax records (if you itemize deductions) (optional)
- 20.Donations to charity (if you itemize deductions) (optional)
- 21.Health savings account or flexible spending account contributions
- 22.Healthcare expenses (if you itemize; special rules apply) (optional)
- 23.Retirement contributions
- 24.If you're a student or teacher: receipts for books, tuition and other education expenses (optional)
- 25.Side jobs / self-employment: statements from banks, payment apps, card processors or online marketplaces
- 26.Side jobs / self-employment: checks paid to you
- 27.Side jobs / self-employment: receipts and mileage logs for travel, gift and car expenses
- 28.Side jobs / self-employment: records of deductible office expenses
- 29.Side jobs / self-employment: estimated tax payments
- 30.Side jobs / self-employment: other business income and expense records
Transcribed from Gather your documents | Internal Revenue Service, retrieved . Requirements change and vary by case; check the official page before filing.
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