What Do I Need To File My Taxes? Complete List Of Things You Need To File Your Taxes

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Filing Taxes

When filing taxes, gather essential personal information like tax IDs, social security numbers, and banking details for direct deposit.


For dependents, collect their date of birth, social security numbers, and income information, along with childcare records if applicable.

Self-employed individuals should compile 1099 forms, income records, expense receipts, and estimated tax payment details.

Retirement Income

Retirement income sources require documentation such as 1099-R forms, Social Security records, and IRA or pension income records.

Deductions vary, but gather receipts and records related to home ownership, charitable donations, healthcare expenses, and more based on your situation.