You need to file taxes every April. Most often, it is April 15.. Yup Taxes Suck. But it’s that time. Here is my list of documents you will need if you are doing your taxes. I create a folder on my computer for every year, and put this list in there, then I can track what documents I have or need. Check out this post if you are not sure where to start with taxes. Good Luck!

Taxes Document Checklist

Income

W2 Your Income
W2 Spouses Income
1099 Misc Income
1099-G Unemployment

Deductions

Mortgage
1098 Mortgage Statement
1098 Equity Loan Statement

Interest
1099-INT All Savings Accounts
1099-INT All Checking Accounts

Charity Donations
Charity – Amount
Charity – Amount

Retirement
IRA Deposits

Property
Excise Tax for Car 1
Excise Tax for Car 2

Work Expenses
Any Work expenses you might qualify for. Travel?

Credits

College
1098-T Tuition Statement
Books
College Loans. Interest Paid

Other

Health Insurance proof