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Contents

  • Personal Information and Identification
    • Income Documentation
      • W-2 Forms
        • 1099 Forms
        • Deduction and Credit Documentation
          • Home-Related Documents
            • Other Common Deductions
            • Business Records (If Self-Employed)
              • Investment and Retirement Information
                • Healthcare Documentation
                  • Digital Organization and Record Retention

                    Essential documents and information needed to file your taxes

                    contributorcontributorcontributor
                    2.3 minute read
                    FinanceBusinessLaw and Legal IssuesEconomyInvestment
                    A neatly organized desk with tax forms, a calculator, and a laptop displaying a tax software interface.
                    Published January 20, 2025
                    Last Updated May 29, 2025
                    contributorcontributorcontributor
                    2.3 minute read

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