What Documents Do I Need to File My Taxes?

What Documents Do I Need to File My Taxes?

Filing your taxes gets much faster when you arrive prepared. Here is a checklist of what most filers need to bring to their tax appointment at Holmes Financial Hub.

Identification

• Government-issued photo ID (driver's license, state ID, or passport)
• Social Security cards or ITIN letters for you, your spouse, and any dependents

Income documents

• W-2 — wages from an employer
• 1099-NEC — income as an independent contractor
• 1099-MISC — other miscellaneous income
• 1099-INT / 1099-DIV — interest and dividend income
• 1099-R — retirement account distributions
• 1099-G — unemployment compensation or state tax refunds
• 1099-K — income from payment apps or marketplaces
• K-1 — income from partnerships, S-corporations, or trusts

Deductions and credits

• Form 1098 — mortgage interest paid
• Form 1098-T — tuition paid (education credit)
• Form 1098-E — student loan interest paid
• Receipts for charitable donations
• Childcare provider name, address, and tax ID, plus total paid
• Receipts for medical and dental expenses
• Records of retirement contributions (traditional IRA, HSA)

Self-employed and business

• Profit and loss statement or income/expense totals
• Receipts for business expenses
• Vehicle mileage logs (business use)
• Home office measurements and expenses

Prior-year information

• A copy of last year's tax return (if you filed elsewhere)
• Any IRS or state tax correspondence received this year

DOT / Railroad employees

Railroad Retirement Board (RRB) forms, union dues, and any work-related expenses are treated differently than standard W-2 income. Bring your RRB-1099 and any related statements.

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Still unsure what you need? That is exactly what intake is for. Start your intake, tell us your situation, and we will give you a personalized document checklist before your appointment — so you only bring what is actually required.