1040 What To Bring

Personal and Identifying Information:

Your and your spouse's (if applicable) government-issued photo ID.

• Social Security cards or Individual Taxpayer Identification Number (ITIN) letters for yourself, your spouse, and all dependents.

• Dates of birth for you, your spouse, and all dependents.

• Bank account and routing numbers for direct deposit of your refund.

• A copy of your prior year's tax return.

• Identity Protection PIN (IP PIN), if you have one.

Income Documents:

• Form W-2 (Wages)

• Form 1099-NEC (Nonemployee Compensation)

• Form 1099-K (Payment Card and Third-Party Network Transactions)

• Form 1099-MISC (Miscellaneous Income)

• Form 1099-INT (Interest Income)

• Form 1099-DIV (Dividend Income)

• Form 1099-R (Retirement, pension, or IRA income)

• Form SSA-1099 (Social Security benefits)

• Form 1099-B (Proceeds from Broker and Barter Exchange Transactions)

• Records of any other income, such as self-employment income, rental income, or lottery/gambling winnings.

Deductions and Credits:

• Form 1098 (Mortgage Interest Statement) and real estate property tax bills.

• Receipts for charitable donations (cash and non-cash).

• Records of medical and dental expenses.

• Form 1098-T (Tuition Statement) and Form 1098-E (Student Loan Interest Statement).

• Childcare expenses, including the provider's name, address, and tax ID number (SSN or EIN).

• Records of estimated tax payments.

• Information on any state and local taxes paid.

• Form 1095-A (Health Insurance Marketplace Statement), if applicable.

• 1099-SA (Health Savings Account distributions).