To prepare your personal tax return, you’ll need a variety of documents depending on your financial situation.
Common forms include your W-2 from employers, 1099s for freelance work or interest income, and 1098 forms for mortgage interest or student loan interest. You’ll also need your Social Security number and the Social Security numbers of any dependents.
Other important documents include receipts for deductible expenses, such as charitable donations, medical bills, or educational costs. If you own property or investments, you may need documents showing purchase prices, sales, and dividends.
Keeping a checklist and organizing your documents early can simplify the process and help ensure you don’t miss any valuable deductions or credits.
