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You’ll need to know your social security number and the social security number of your spouse and any dependents. The forms needed for taxes and filing include the W-2 forms from all the employers you worked for during the tax year and any 1099 Forms if you earned more than $600 in contract work. You will need to gather any information on:
You will also need any information for income adjustments (including homebuyer tax credit, mortgage interest, IRA contributions, student loan interest, and more). Make sure to gather information for any credits and deductions (including medical expenses, childcare costs, education costs, job and moving expenses, and more). If you want to have your tax refund directly deposited into your bank account, you’ll also need your bank’s account and routing number.
Here are some great income tax tips: