What you need to file your taxes:

Personal Information

• Social Security numbers

• Full names and date of births

• Identity protection PIN (if issued by IRS)

• Copy of your driver's license or at least the expiration date (if filing in Virginia)

• Where you want to receive your refund (if you have one)

If you have a dependent

• Social Security numbers

• Full names and date of births

• Any earned income by the dependents

• Form 8232 if custodial parent is releasing the right to claim their child to you

Sources of Income

• W2s

• 1099s (potentially 1099-MISC and/or 1099-NEC) or investment income (1099-INT, 1099-OID, 1099-DIV, 1099-B, 1099-S)

• K-1s

• Records of expenses (if self-employed)

• Records of depreciable assets

• Home office details

• Any estimated tax payments (1040-ES)

• Records of rental income and expenses (including cost, date placed in service, etc. for depreciation)

• Pension, Annuity or IRA income (1099-R)

• Social Security Income (SSA-1099)

• HSA Income (1099-SA or 1099-LTC)

• Cryptocurrency transaction details

• Personal income (1099-K) or other income such as jury duty, hobbies, prizes, trusts, royalties, or state-tax refunds

Deductions

• Mortgage interest 1098

• Real estate and personal property taxes paid

• Energy-saving improvements

• Charitable donations (either gifts, non-cash, or miles)

• Medical expenses (if you think they exceed 7.5% of your AGI) including insurance, doctors, healthcare, dentists and hospitals

• Childcare expenses such as fees paid for daycare if preschool or younger, baby-sitter if under 13 and both work, or dependent care FSA

• Educational deductions on student loan interest, 1098-E, 1098-T, itemized qualified education expenses, or scholarships or fellowships

• Teacher expenses if you paid out of pocket and were not reimbursed

• State and local sales taxes

• Vehicle taxes

• HSA and IRA contributions - form 5498

• If you live in an area effected by a disaster