Do you need to submit a return? The types of deductions you can take depend a lot on your life situation. It’s likely you won’t need all of the records listed below for your tax documents checklist.
They normally already have that info available from social security. His tax return for the year before and his tax slips from his employers, and anything that he got paid for or received an income from.
You need a copy of his tax return. Income documentation. The first piece of information you’ll need to start preparing your tax return is the total amount of income you earned. Reporting deductions and credits.
Interest and dividend income. B : This form is typically issued by a brokerage, and contains information about gains. Receipts and Proof of Expenses. Keep for Your Records.
However, there are documents that you need to keep in case of an audit, while other documents can be recycled. Here’s what you need to know. Form W-is a statement from your employer of wages and other compensation paid to you and taxes withheld from your pay.