* Gather all the documents related to the income obtained throughout 2022.
* Assemble forms supporting available deductions or tax credits related to health care, child care, education, and work expenses.
Personal documents
* Your social security number or Individual Taxpayer Identification Number (ITIN), as well as those of anyone who may be on your tax return, including your spouse if you are filing a joint return.
* Photo identification.
income documents
* W-2 forms from any employer you worked for in 2022.
* 1099 forms for any contract work you have completed if you earned more than $600 in total.
* Unemployment income or social security benefits.
* Income from prior year state and local tax returns.
* Income from any rental property you may own.
Income adjustment, credit, and deduction documents
* Copy of IRS letter 6475 for EIP (stimulus) payments
* Copy of IRS Letter 6419 providing the total amounts of the Advance Child Tax Credit payments made to you in 2022 (if applicable).
* Receipts for charitable donations.
* Active military moving expense receipts.
* Receipts for job search expenses.
* Records related to property loss or insurance claims from a federally declared disaster.
* Bank account and routing number if you want your refund directly deposited.
Other documents
* Contributions to a Medical Savings Account (MSA).
* Contributions to an IRA.
* Interests from investments, shares, or other assets.
* Costs related to child care (including provider’s tax identification number) or adoption.
* Costs related to education (1098-T and 1098-E).
* Costs related to home ownership (1098 for mortgage interest, property taxes, energy-saving improvements, or other expenses).
* Costs related to medical care from doctors, hospitals, or other providers.
* Form 1095-A for health insurance through the Marketplace Exchange, or 1095-B or -C for health insurance through another source.
