What Documents do I need?
Below are some common forms you should include as your tax documents.
W2 Form
This is your wage and tax statement.
Employers file a Form W-2 for each employee. File this if you have earnings from part or full time employment.
FORM 1099-NEC or MISC2 Form
Do you make non payroll income or consider yourself “self-employed”?
If you own your business, freelance, take consultancy or gig work, or operate as independent contractor this form is what you should include.
FORM 1098-E or T
Did you pay for college tuition or interest?
File a 1098-E if you receive student loan interest of $600 or more during the year. File 1098-T for reimbursements or refunds of qualified tuition and related study expenses.
FORM 1099-DIV
This form is for reporting stocks and mutual fund income.
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