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Which documents do you have?

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W-2

Wage statement from your employer.

1099-NEC / MISC

Self-employment or contract income.

1099-INT / DIV

Interest and dividends.

1099-B

Broker proceeds and basis.

1098 Mortgage

Mortgage interest statement.

1098-T

Tuition paid.

K-1

Partnership / S-corp income.

Prior-year return

Last year's 1040 if you have it.

Photo ID

Driver license or state ID.

Self-employed records

Income log, expenses, mileage.

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