Information needed to file your individual taxes
Before you begin preparing your tax return, make sure you have the Social Security numbers and dates of birth for yourself, your spouse, and any dependents.
Be sure to report all income, including state and local income tax refunds, unemployment benefits, taxable alimony, and gambling winnings.
Gather documentation for your deductions and credits, such as childcare costs, education expenses, adoption costs, home mortgage interest, and charitable donations.
Remember to account for any taxes you've already paid, like estimated tax payments or withheld taxes, as these can reduce your final tax bill or increase your refund.
Schedule C Self-Employment business using your Social Security Number
Documents from side jobs and self-employment
Statements from banks, payment apps, card processors or online marketplaces
Checks paid to you
Receipts and mileage logs for travel, gift and car expenses
Records of deductible office expenses
Estimated tax payments
Other business income and expense records