Tax filing step 1: Gather all year-end income documents


Here are some things taxpayers need to have before they begin doing their taxes.


Social Security numbers of everyone listed on the tax return.


Bank account and routing numbers. People will need these for direct deposit refunds. Direct deposit is the fastest way for taxpayers to get their money and avoids a check getting lost, stolen or returned to IRS as undeliverable.


Forms W-2 from employer(s).


Forms 1099 from banks, issuing agencies and other payers including unemployment compensation, dividends, distributions from a pension, annuity or retirement plan.


Form 1099-INT for interest received.


Form 1095-A, Health Insurance Marketplace Statement. Taxpayers will need this form to reconcile advance payments or claim the premium tax credit.​


Forms usually start arriving by mail or are available online from employers and financial institutions by January 31st. Taxpayers should review them carefully. If any information shown on the forms is inaccurate, the taxpayer should contact the payer ASAP for a correction.

2024 Tax season has started

The filing deadline to submit 2023 tax returns or an extension to file and pay tax owed is Monday, April 15, 2024

DISCLAIMER: This website is not a substitute for legal advice. We do not practice law or give legal advice. If legal advice is required, please consult an attorney.