Common Items needed for Tax Preparation

W2 – from an employer
1099-INT – interest statement
1099-DIV – dividend statement
1099-NEC – for contractor/self employment work
1099-B – Stock information
1099-G – Unemployment
1099-R – Retirement/Pensions
SSA-1099 – Social Security
W2-G – gambling winnings
1099-MISC – other income
1095-A – Health insurance marketplace
1099-K – online payments received

Retirement contributions
Childcare expenses
1098 – Mortgage Interest statement
Charitable donations
1099-SA – Health Savings Account (HSA)
1098-T – Tuition statement
Student account statement
Teacher/Educator expenses & receipts
Records of digital asset transactions

Mileage logs (self employment)
Record of Income & Expenses (self-employment)

Estimated Tax Payments