Start Here
What you might need to prepare your taxes in 2025 for tax year 2024
This is a list of the tax documents you might need
This list may not be everything you need, but it covers most taxpayers.
- W-2
- 1099-INT
- 1099-DIV
- 1099-Comp
- 1099-R
- W2-G
- Taxpayer's RRB-1099
- Spouse's RRB-1099
- Taxpayer's SSA-1099
- Spouse's SSA-1099
- 1099-Misc
- 1099-NEC
- 1099-K
- 1099-Q
- 1099-A
- 1099-B
- 1098 Home Mortgage
- 1099-G Unemployment Compensation
- K-1 Partnerships/S Corp/Trusts
Some questions about your specific tax situation
we need to know to file your taxes accurately
- What is your current name, address, email, phone number?
- Did your marital status change before 12/31/2024?
- Were there any changes in dependents?
- Did you have any child or dependency care expenses?
Please include care provider's name, address, SSN, and amount. - Did you buy or sell stocks, mutual funds, bonds, or other investment properties?
- Did you own, sell, or acquire virtual currency?
- Do you have foreign bank accounts?
- Did you buy, sell, or refinance your home?
- Did you donate money, clothes, cars, or stock?
- Did you incur any tuition or education expenses?
- Did you receive a distribution from or make a contribution to a retirement plan (401(k), IRA, etc.)?
- Did you and your dependents have health care coverage from the Healthcare.gov marketplace?
- Did you have a side gig or made money any other way besides as an employee?
- For direct deposit, please provide your bank name, routing number, and account number?
- Please list any questions or other concerns you might have.
