What documents do I need to file taxes?

kevinmba1 · ‎May 31, 2019

ScruffyCurmudgeon · ‎May 31, 2019

The primary documents are the Form(s) W-2 reporting all wages and salaries and all withheld taxes and benefits received. If you had a bank account or investments that paid interest, all Forms1099-INT. Similary. For dividends, Forms 1099-DIV, and Form 1099-B for any investment transactions. The list just goes on and on - educational expenses reported, local and state taxes paid. All of this is covered in the interview as you proceed.

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What documents do I need to file taxes?