Book an appointment with ElitePro Tax & Bookkeeping!
Here's a list of important documents you'll need for filing your personal US income tax:

Personal Information:
- Social Security numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs) for you, your spouse, and any dependents.
- Bank account and routing numbers for direct deposit or payment.
Income Documents:
- W-2 Forms: From all employers.
- 1099 Forms: For various types of income, such as:
  - 1099-INT (interest income)
  - 1099-DIV (dividends and distributions)
  - 1099-B (sale of stocks, bonds, or mutual funds)
  - 1099-R (retirement plan distributions)
  - 1099-MISC (miscellaneous income)
  - 1099-NEC (nonemployee compensation)
  - 1099-G (unemployment compensation)
  - 1099-K (payments from payment cards and online marketplaces)
- SSA-1099: Social Security benefits.
- W-2G: Gambling winnings.
Deductions and Credits:
- Mortgage Interest Statement (Form 1098).
- Property Tax Records.
- Receipts for Charitable Donations.
- Medical and Dental Expense Records.
- Childcare or Dependent Care Expenses.
- Education Expenses: Tuition, fees, and student loan interest (Forms 1098-T and 1098-E).
- Retirement Contributions: Records of contributions to IRAs, 401(k)s, etc.
- Health Savings Account (HSA) Contributions.
Other Relevant Documents:
- Last Year's Tax Return: For reference.
- Records of Estimated Tax Payments: If applicable.
- Receipts for Major Purchases: If claiming sales tax deduction.
- Records of Digital Asset Transactions: If applicable.

Having these documents ready will help ensure a smooth and accurate tax filing process. If you have any specific questions or need further assistance, feel free to ask!