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Don't Forget these Important Tax Documents

Today is the start of the IRS tax filing season, so make sure you don't forget to gather all of these other important tax docs...

  1. Daycare Expenses

  2. 1095A - If you had health insurance through Covered Ca

  3. 1099B - If you sold any stocks

  4. 1099R - If you pulled money out of a retirement plan

  5. 1098T - If you were enrolled in school

In addition to uploading your W-2s, Form 1099s and other income-related statements, it is important to have your Advance Child Tax Credit and Economic Impact Payment information on hand when filing. Filing an accurate return will help avoid any delays!


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