Tax Document Checklist: 5 Items You Need to File Your Taxes

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From your W-2 to your mortgage interest, find out here the top 5 items you need before sitting down to file your taxes. Get your tax document checklist today.

When it comes time to file your taxes, you’ll want to ensure that you’ve got everything you need to file correctly. You may be wondering what documentation you need to file taxes, and if so, you’ve come to the right place.

In this article, we’ll provide you with a tax document checklist that you can follow before submitting your tax agent’s paperwork.

  1. Pay Stubs 

One of the most essential pieces that you’ll need when filing your taxes is your w-2 forms. These forms will document how much you’ve made over the year and noted the amount of taxes that have been taken out of each check.

Depending on the job that you hold, your w-2 will be sent to you via the mail; however, in some cases, you’ve got to get your w-2 online. If you’re looking for a way to get my w2 online, don’t worry, there are a variety of ways to do this, including the link we’ve provided.

  1. Basic Information

In addition to having your w-2’s on hand for your taxes, you’ll also need to bring your personal information to complete your file. This information includes the social security code of you and anyone that you’ll be claiming as a dependent on your taxes.

You’ll also need the SSN of your spouse if you’re filing jointly. You’ll also need to know the birth dates of everyone listed in your tax file.

  1. Previous Years Refund Information

To ensure that your taxes are calculated correctly, the tax agent will likely ask you to present them with the previous year’s tax documentation. If you itemized deductions of the prior year, then the refund you obtained from the state is a form of income and will need to be documented in your tax file.

  1. 1099s 

Providing your 1099 form only applies if you fall under one of the following categories:

  • You’ve received a dividend of any form
  • You’ve received government benefits
  • Received payments through a 3rd transaction service
  • IRA or retirement plans payments
  • Self-employed

If you’ve received payment from any of the following, you’ll need to ensure that you’ve received a 1099 form to accurately report your earnings to the IRS.

  1. Receipts

If you’ve found that you had business expenses, gas mileage records, unreimbursed medical bills, social security benefits, charity donations, or property tax receipts, they all need to be provided. You may be able to receive a significant tax deduction if you’ve kept the receipts to prove that these transactions were made by you.

A Complete Tax Document Checklist 

When it comes to the tax document checklist, you need to ensure that you’ve all the items listed above. This will help your agent to do your taxes correctly and maximize your tax refund.

If you’ve found this article useful, we encourage you to check out some of the other articles published in our blog section. There are tons of articles that we know you’ll enjoy reading.


My wit is my power. Writing is my life. I'm from this often stereotyped place called Mississippi. I like green eggs with my ham and pancakes without bacon. I enjoy cups of green tea and James Patterson books. I'm ultimately here to share my gift. The rest is still unwritten.

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