What documents do I need to file my taxes? From required personal information to tax forms and documents, here’s what you’ll need before you start to file. The W-2 form is one of the most important tax documents required for tax filing. The Federal Wage and Tax Statement form, otherwise known as a W-2, is issued to the taxpayer from their employer.
What is an electronic filing identification number (efin)? FAQs About Electronic Filing Identification Numbers (EFIN) What is an Electronic Filing Identification Number (EFIN)? Providers need an EFIN to electronically file tax returns. We assign an EFIN to identify firms that have completed the IRS e-file Application to become an Authorized IRS e-file Provider.
What is an electronic Filer? If a committee is an electronic filer, it’s required to file all subsequent reports and documents electronically. Detailed information about amending electronic filings can be found in the filing amendments section of this website.
How do I create an electronic filing? Create an electronic filing using the committee’s software of choice. Committees that have filed on paper previously may need to enter additional information from past reports into the software. This ensures that data such as cash on hand, summary totals and aggregate amounts will be correct when the committee submits its electronic filing.
electronic document filing systems
What documents do I need to file my taxes?
What records do I need to file my taxes?
- W-2 – wages and salary
- W-2G – gambling winnings
- Form 1099-R – retirement income
- Form 1099-INT – interest
- Form 1099-DIV – dividends
- Form 1099-MISC – miscellaneous income, including self-employment
- Form 1099-G – government payments
- Form 1099-SA – MSA or HSA distributions
- Form 1099-B – broker or barter exchanges
- Form SSA-1099 – Social Security benefits
What forms do you need to file taxes? You might require and receive any of these income forms, depending on the source of your income:
- Form W-2: Income earned from employment
- Form W-2G: Gambling winnings (dependent on the type of gambling, as well as the amount of winnings and ratio of winnings to wager) 3
- Form 1099-NEC: Income earned as a contractor or other non-employee role
What documents do you need to do your taxes?
- Savings & Investments or Dividends
- Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
- Income from sales of stock or other property (1099-B, 1099-S)
- Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
- Expenses related to your investments
What documents do you need to file a tax return? What to Bring to Your Local VITA or TCE Site
- Proof of identification (photo ID)
- Social Security cards for you, your spouse and dependents
- An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
- Proof of foreign status, if applying for an ITIN
What records do I need to file my taxes?
- W-2 – wages and salary
- W-2G – gambling winnings
- Form 1099-R – retirement income
- Form 1099-INT – interest
- Form 1099-DIV – dividends
- Form 1099-MISC – miscellaneous income, including self-employment
- Form 1099-G – government payments
- Form 1099-SA – MSA or HSA distributions
- Form 1099-B – broker or barter exchanges
- Form SSA-1099 – Social Security benefits
What forms do you need to file taxes? You might require and receive any of these income forms, depending on the source of your income:
- Form W-2: Income earned from employment
- Form W-2G: Gambling winnings (dependent on the type of gambling, as well as the amount of winnings and ratio of winnings to wager) 3
- Form 1099-NEC: Income earned as a contractor or other non-employee role
What documents do you need to do your taxes?
- Savings & Investments or Dividends
- Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
- Income from sales of stock or other property (1099-B, 1099-S)
- Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
- Expenses related to your investments
What documents do you need to file a tax return? What to Bring to Your Local VITA or TCE Site
- Proof of identification (photo ID)
- Social Security cards for you, your spouse and dependents
- An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
- Proof of foreign status, if applying for an ITIN