Here’s a quick checklist of documents you might need to file your taxes:

• Income Documents:

  • W-2s (from your job)
  • 1099s (for other income like interest or self-employment)
  • 1098-T (for education expenses)

• Deduction and Credit Documents:

  • Mortgage interest statements
  • Property tax statements
  • Charitable donation receipts
  • Medical expense receipts
  • Childcare expense receipts
  • Student loan interest statements

Remember: This is just a general list. Your specific needs may vary. If you’re unsure, please give us a call!