To complete your tax return on our do-it-yourself program, gather all relevant tax forms and personal records before you begin. Having everything ready will help ensure your return is accurate and complete.
Common Income & Tax Forms
You may not need every form listed below—only include those that apply to your situation.
Employment & Income
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Form W-2
Provided by each employer. Shows wages earned, taxes withheld, and contributions (e.g., retirement or healthcare). To see a sample W-2, click here. -
Form W-2G
Reports gambling winnings above certain thresholds. Losses may be deducted, but not more than your winnings. To see a sample W-2G, click here. -
Form 1099-NEC
Reports non-employee (independent contractor) compensation. Typically reported on Schedule C. To see a sample 1099-NEC, click here. -
Form 1099-MISC
Reports certain miscellaneous income, including self-employment income over $600 (in some cases). To see a sample 1099-MISC, click here.
Investment & Financial Income
- Form 1099-INT – Interest income from banks, CDs, or savings bonds. To see a sample 1099-INT, click here.
- Form 1099-DIV – Dividends and capital gains from investments. To see a sample 1099-DIV, click here.
- Form 1099-B – Proceeds from sales of stocks, bonds, or mutual funds. To see a sample 1099-B, click here.
- Form 1099-K – Payments received via credit/debit cards or third-party processors (e.g., PayPal), typically for business income. To see a sample 1099-K, click here.
Retirement & Savings
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Form 1099-R
Distributions from retirement accounts (e.g., pensions, IRAs, 401(k)s). To see a sample 1099-R, click here. -
Form 5498
Reports contributions made to IRAs. To see a sample Form 5498, click here.
Government & Insurance
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Form 1099-G
Reports unemployment income or state/local tax refunds. Reporting depends on your prior-year deductions. To see a sample 1099-G, click here. -
Form 1095-A
Issued if you purchased health insurance through the Marketplace; used to reconcile Premium Tax Credit amounts. To see a sample 1095-A, click here.
Education & Homeownership
- Form 1098 – Mortgage interest statement for homeowners. To see a sample 1098, click here.
- Form 1098-E – Student loan interest paid (may be deductible). To see a sample 1098-E, click here.
- Form 1098-T – Tuition statement used to claim education credits. To see a sample 1098-T, click here.
Business & Other Income
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Schedule K-1
Reports income from partnerships, S corporations, estates, or trusts.
Additional Information You’ll Need
Personal Information
- Social Security numbers (you, your spouse, and dependents)
- Dates of birth for everyone on your return
- Your prior-year tax return (for AGI or PIN to e-file)
Records for Deductions & Credits
Gather documentation for any expenses or payments you plan to claim, such as:
- Medical and dental expenses
- Real estate and personal property taxes
- Estimated or foreign taxes paid
- Charitable donations (cash and non-cash)
- Childcare expenses and provider details
- Education expenses
- Job-related expenses (including education, if applicable)
- Self-employment business expenses
Tips for Getting Started
- Review your mail and email for all tax forms before filing.
- Compare with last year’s return to avoid missing anything.
- Keep all supporting documents in case of IRS questions.
Preparing your documents ahead of time makes filing faster, easier, and more accurate—so you can complete your return with confidence.