Get a head start on gathering the things you’ll need to file a successful tax return. Consider using this information to help you be prepared for the upcoming tax season!
Income Documents and Information
1095-A Federal Marketplace Health Insurance (This is non-employer insurance)
W-2 Wage and Tax Statement
1099-NEC Non-Employee Compensation
1099-INT Interest Income
1099-DIV Dividends & Distributions
1099-R Taxable Pensions, IRAs, Annuities
SSA-1099 Social Security Benefit Statement
1099-K Rideshare, Payment Card & Third Party Network Transactions
1099-MISC Miscellaneous Income
1099-B Proceeds from Broker & Barter Exchange Transactions
1099-G Unemployment Compensation & Gov’t Payments
W-2G Certain Gambling Winnings
1099-C Cancellation of Debt
K-1 Other Investment Income
Deduction Documents and Information
Medical, Dental, and Vision Expenses
1098-E Student Loan Interest
1098-T Tuition and Fees
1098 Mortgage Interest Statement
Charitable Contribution Amounts
Casualty / Theft Losses
Real Estate / Property Taxes not included on Form 1098
Fees paid for registering personal vehicles (car, RV, boat, motorcycle, etc)
Gambling Losses (you must have gambling winnings AND a year-end Casino Statement)
Unreimbursed education expenses
Form 5498 (IRA, SEP, HSA, or SIMPLE Contributions)
Additional Documents and Information
Prior Year Tax Return (if your Return wasn’t filed by ATBS)
Dependent Social Security Numbers and Birthdates
Buying / Selling Assets Information
Financial Brokerage Information
Year-end Bank / Credit Card Statements (if you operate a business entity, like an S-corp)
Secondary Business Information
Rental Property Information
Foreign Bank Accounts or Investments
Buying / Selling Digital Assets Information