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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.