Below is a list to help you get started on gathering all of the required documents to prepare your tax return.
Health insurance documents:
- If you bought health insurance through the state marketplace - 1095-A
- If you have minimum essential coverage - 1095-B
Retirement information and documentation:
- Form 5498 (doesn’t release until 5/15)
- Form 1099-R
Local returns:
- Your basic information: SSN, ID uploaded, prior year date return
- If you're married filing jointly, you'll need your spouse's information and ID
For Homeowners
- 1098 Mortgage interest statement
- Property insurance
- Property taxes