Employer Jobs: Form W-2s for every job worked in 2023
Independent Contractor: 1099 and itemized list of your expenses
Unemployment or Paid Family Leave: Form 1099-G
Social Security: Form 1099-SSA
Gambling Winnings: Form W2-G
Business Owners
Independent Contractor: 1099 and itemized list of your expenses (Go to 'Expense Sheets' tab and download Schedule C and Business Car Expense)
Health Care
Medical, Medicare or insurance through your employer: Form 1095 (not mandatory)
Covered California: Form 1095-A (MANDATORY to file)
Marketplace Insurance: Form 1095-A (MANDATORY to file)
Education
Student Loans: Form 1098-E
University/College: Form 1098-T, books, parking, and supplies
Ask parents if they will be claiming you. If yes, give Form 1098-T to parent. If no, ask how many years they have taken the American Opportunity Credit on your behalf.
Dependents
Newborn: His/her social security card
Dependents: Proof of residency (Must be from doctor, school or Form 1095 from health insurance)
Daycare: Federal ID number, name, address, phone number, and amount
Paid Family Leave: Form 1099-G
Energy Purchases
Solar Panels: Bill of sale
Plug in Car: VIN number and bill of sale (has to be a new purchase)
Homeowners
Homeowner: 1098 mortgage interest statements and property taxes
Bought, Sold, or Refinanced Home: Final closing statement from escrow
Sold Home: Purchase price and purchase date of home
Bought Car: Purchase/lease agreement (long piece of paper)
Out of Pocket Medical Expenses
Car Registrations
Donations
Investments
Stock Sales: 1099-B
Crypto Trading: 1099-B (know your cost basis)
Interest Income: 1099-I
Dividend Income: 1099-DIV
401K/IRA Cash Out: Form 1099-R
Pension Distribution: Form 1099-R
HSA Distribution: Form 1099-SA
HSA Contribution: Last paystub for 2023 with year-to-date totals