Tax season can feel overwhelming with documents arriving from employers, financial institutions, and others. As tax time approaches, here is a list of important documents to keep organized:
Ensure you receive W-2s and 1099-NECs from all employers or other income sources if you or your spouse have multiple jobs.
These forms report interest and dividend payments. Keep a list from last year’s return to help keep track of 1099s as they arrive.
Used for distributions from pensions or retirement accounts, often following job changes or company mergers.
Though the federal penalty for lack of insurance is suspended, this form summarizes your health insurance coverage and may still be needed for state purposes.
Visit our website’s Resource Center for a complete tax preparation checklist.
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