What documents do I need for my tax return?
Short answer: Income forms, records for deductions and credits, last year's return, and IDs. Our free 2026 Tax Document Checklist lists everything.
Most returns need the same core items:
- Income: W-2s, 1099s (NEC, MISC, INT, DIV, B, R, G), K-1s, and records of any cash or business income.
- Deductions: mortgage interest (1098), property tax, charitable receipts, medical costs, student loan interest, and business expenses.
- Credits: childcare costs and provider tax ID, education forms (1098-T), and energy improvement receipts.
- Health coverage: Form 1095-A if you bought insurance through the marketplace.
- Last year's return, photo ID, and bank details for direct deposit.
Download our free 2026 Tax Document Checklist from the homepage for the full list, including what small business owners need.
General information from Davis Schuler & Associates, LLC, not advice for your situation. Tax rules and thresholds change; confirm the current rules before acting.
Want an Enrolled Agent to look at your situation?
A short call with an Enrolled Agent. No cost, no obligation.