Gather all the documents you need for tax filing
For you, spouse, and dependents
Driver's license or state ID
Routing and account numbers for direct deposit
From all employers
Self-employment income
Miscellaneous income
Interest income from banks
Dividend income
Investment sales
Unemployment or state refund
Retirement distributions
Social Security benefits
Mortgage interest statement
Tuition statement
Student loan interest
Annual property tax bills
Cash and non-cash donations
Bills, receipts, and EOBs
Health Insurance Marketplace
Health coverage from insurer
Employer-provided coverage
Last year's federal and state returns
If issued by the IRS
