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Here's a list of important documents you'll need for filing your personal US income tax:
Personal Information:
Social Security numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs) for you, your spouse, and any dependents.
Bank account and routing numbers for direct deposit or payment.
Income Documents:
W-2 Forms: From all employers.
1099 Forms: For various types of income, such as:
1099-INT (interest income)
1099-DIV (dividends and distributions)
1099-B (sale of stocks, bonds, or mutual funds)
1099-R (retirement plan distributions)
1099-MISC (miscellaneous income)
1099-NEC (nonemployee compensation)
1099-G (unemployment compensation)
1099-K (payments from payment cards and online marketplaces)
SSA-1099: Social Security benefits.
W-2G: Gambling winnings.
Deductions and Credits:
Mortgage Interest Statement (Form 1098).
Property Tax Records.
Receipts for Charitable Donations.
Medical and Dental Expense Records.
Childcare or Dependent Care Expenses.
Education Expenses: Tuition, fees, and student loan interest (Forms 1098-T and 1098-E).
Retirement Contributions: Records of contributions to IRAs, 401(k)s, etc.
Health Savings Account (HSA) Contributions.
Other Relevant Documents:
Last Year's Tax Return: For reference.
Records of Estimated Tax Payments: If applicable.
Receipts for Major Purchases: If claiming sales tax deduction.
Records of Digital Asset Transactions: If applicable.
Having these documents ready will help ensure a smooth and accurate tax filing process. If you have any specific questions or need further assistance, feel free to ask!