In any tax filing, the document you need depends on your situation. For Personal Income Tax filing, some of the common documents needed are:
– Names and social security number for all dependents
– W-2 Forms from all employers
– Form 1099-NEC or 1099-MISC for non-employment income
– Form 1099-DIV for dividends or distributions of $10 or more
– Form 1099-INT for interest income of $10 or more
– Form 1099-G for unemployment compensation or other government payments
– Form 1099-R if you took a distribution from a retirement plan
– Form W2-G for any gambling winnings
– Mortgage Interest (Form 1098)
– Student Loan Interest Payments (Form 1098-E)
– Rental Income and Expenses Records
– Health Savings Account Forms (5498-SA or 1099-SA)
– State Tax Refund
– Charitable Donations Statement
– Medical Expenses Documentation
Get a checklist of these documents – here