✔ What You Need to Upload for Your Individual Tax Return

Personal Information

• Social Security numbers for you, spouse, and dependents

• Date of birth for all individuals on the return

• Updated address, phone number, and email

• Bank routing and account number for direct deposit

Income Documents

• W‑2 forms from all employers

• 1099‑NEC / 1099‑MISC (self‑employment or contract work)

• 1099‑INT, 1099‑DIV, 1099‑B (interest, dividends, investments)

• 1099‑R (pensions, IRA distributions)

• Social Security SSA‑1099

• Unemployment 1099‑G

• K‑1 forms (if applicable)

• Deductions & Credits

• Mortgage interest (Form 1098)

• Property tax statements

• Tuition statements (1098‑T)

• Student loan interest (1098‑E)

• Childcare provider name, address, and EIN

• Medical expenses (if itemizing)

• Charitable donations (cash and non‑cash)

• Health Coverage

• Form 1095‑A (Marketplace)

• Form 1095‑B or 1095‑C (if provided)

• Other Items

• Prior‑year tax return (optional but helpful)

• IRS or state letters received during the year

• Estimated tax payments made