Documents Needed to File Your Tax Return

Here is a list of documents that are likely needed to file your tax return. You may not need all of them.

  • Forms W-2 from your employer(s)
  • Form 1099-INT if you were paid interest
  • Form 1099-DIV if you were paid dividends
  • Form 1099-B from your brokers
  • Form 1099-G if you received unemployment compensation and/or state tax refund
  • Form 1099-R if you received pension, annuity or retirement plan distributions
  • Form 1099-K if you received payments for gig economy
  • Form 1099-MISC if you received payments for rent, royalties and other income (prize winnings, legal
  • fees etc.)
  • Form 1099-NEC if you received payments as an independent contractor
  • Form 1095-A, Health Insurance Marketplace Statement, to reconcile advance payments or claims
  • Form 8949, Sales and other Dispositions of Capital Assets
  • Form 8962, Premium Tax Credits for 2022 Marketplace coverage
  • Other income documents and records of digital asset transactions