What I Need to File Taxes Online
When approaching a complex task like filing your taxes, it’s best to get organized by creating a comprehensive checklist in advance. There are many forms and documents required when filing your taxes and it’s best not to wait until the 11th hour to start locating them. While opting to e-file your taxes can take a lot of guesswork out of the tax filing process, we recommend creating a personal tax checklist regardless of your preferred method of filing. From required personal information to tax forms and documents, here’s what you’ll need before you start to file.
Personal Information Required to File Taxes Online
- Identification Information
Your Social Security number, spouse’s Social Security number (if married) and Social Security numbers for any dependents.
- Primary Income Information
Regular wages/salary from employers you (and your spouse, if filing a joint return) worked for during the past tax year.
- Investment Income Information
Investment income information including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments.
- Secondary Income Information
Business income (accounting records for any business that you own), unemployment income, Rental property income and/or Social Security benefits.
- Miscellaneous Income Information
Income earned from jury duty, lottery and gambling winnings, prizes and awards and distributions from medical savings accounts.
- Personal Expenses
Business expenses, child care expenses, gambling losses, medical expenses, moving expenses, Personal property tax, such as car registration paid, real estate tax bills.