If you haven’t filed your taxes yet, you may be stressing about getting everything in on time for your accountant.
If this is your first year not relying on a significant other or your parents to handle this for you, CONGRATS! I’ve got your back.
Here is what you should have at a minimum, based on your situation. Note that not all of this applies to everyone:
W-2s from your employers
1099-MISC for income you received as an independent contractor
Support for business income for the year that is unreported (spreadsheets, statements)
Support for rental income received
1099-B, 1099-DIV, 1099-INT and statements showing interest income, dividend income, and investment income
Charitable contribution receipts
Out of pocket medical expenses
Taxes paid for real estate and personal property (like vehicles)
Listing of all business expenses and categories
Business miles and total miles on your vehicle
Square footage of your home and your home office
These should give you a great start in making sure your accountant has enough to work with to prepare your return. If you are not sure what applies, make sure to confirm with them.