The full list (12 items)
- W-2s from every employerThey arrive in January.
- 1099 formsFor freelance, interest, dividends and other income.
- Last year's tax returnUseful for reference.
- Mortgage interest statementForm 1098, if you own a home.
- Property tax billsIf you own.
- Charitable donation receiptsKeep a receipt for each gift.
- Medical expense receiptsOnly matters if you itemize.
- Student loan interest statementsForm 1098-E.
- Childcare receiptsKeep the provider's tax ID.
- Business or side-job expensesReceipts and mileage logs.
- Health insurance formsForm 1095 if you received one.
- Estimated tax paymentsDates and confirmation numbers.
General guidance, not legal or tax advice. Rules and needs vary. Check with a tax professional for your situation.
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