Documents Required for Filing Taxes

by Jennifer VanBaren

Filing federal and state taxes each year is mandatory, and they are due each year on April 15. In order to file taxes, certain documents are required. These documents provide various information about income earned, profits or losses from businesses and expenses incurred that are eligible for write-offs.


The first question asked when filing a tax return is if there are any W-2 forms. W-2s are documents produced by a business stating the amount of income a person made over a particular year. The document states the amount of income paid to that individual, the amount of taxes the person paid and any other payments made out of the individual’s check. The employer sends copies of all W-2s issued to the government and claims these amounts as expenses. If a person received a W-2, this document is necessary for tax filing purposes.

1099s and other income

1099s are documents issued by various institutions showing different types of income a person received, and these documents too are necessary for filing taxes. A 1099 form documents any income a person received for an entire year. A 1099-misc is a document showing if a person earned or lost money through self-employment. A 1099-INT is a document showing any interest income a person incurred. A 1099-SSA is a document showing Social Security revenue. A 1099-DIV form shows any dividend revenue a person earned while a 1099-B shows any brokerage trades through stocks and bonds. A K-1 form is necessary as well; it states any income earned through a trust or partnership.

Other documents

Along with all of the above documents, taxpayers also are required to bring any documents with them reflecting certain expenses they incurred for the year. A 1098 is a document stating the amount of mortgage interest a person paid over a year and is required for filing taxes. A person filing taxes also needs any documents stating IRA contributions that were made for the year. Many other types of expenses also are eligible for tax write-offs, including real estate taxes, vehicle registrations, charitable donations, day care expenses and health care expenses.

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