United States

US tax return: documents checklist

The papers most people gather before they file a US federal income tax return.

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Social Security number or ITIN for you, your spouse and your dependents
Income formsFor example W-2 from employers and 1099 forms for freelance work, interest or dividends.
Last year's tax returnIt helps with carry-overs and your identity details.
Records of deductions and creditsFor example mortgage interest, student loan interest, education costs, charitable gifts and childcare.
Health coverage forms, if you received them
Records of estimated tax payments you made
Bank account and routing number for a refund by direct deposit
Identity details such as a driver license number

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Official site: IRS

Tips and common mistakes

Wait for your forms

Employers and banks send tax forms such as W-2 and 1099 early in the year, so collect them all before you file. The usual federal deadline is in mid-April, unless the date is moved.

Common mistakes

Missing a form, entering a wrong Social Security number or bank number, and forgetting income from side work. Keep a copy of your return and the records behind it.

This is a general guide, not an official list. Rules and accepted documents change and differ by office, so always confirm with the official website before you go. Last updated November 2026.

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