What Tax Forms Do I Need to File My Tax Return?
It can be hard to keep track of all your forms, but if you have a handy list on your fridge, you organize and save the documents as they come in.
If you’re ready to file your taxes, here are some major tax forms you want to have ready. They’ll make a huge difference and in some cases, they can help you get a bigger tax refund.
Important Tax Forms
W-2s
This is probably the most anticipated form during the tax season. Your employer should already sent this to you at the beginning of the year. This document is a record of your total income for the year as well as your federal state and local taxes paid so far. If you’ve have automatic deductions for your 401(k) at work, this amount will lower your taxable income.
1099s
My husband and I received quite of bit of these documents this year. We have a few high interest savings accounts and earned a little bit of money for stashing it away. Banks are required to send you a 1099-INT so you can file that with your taxes since it is a form of income.
I also do some freelance and contract work which means I get 1099s for the projects I’ve worked on this past year. It’s important for those self employed to keep thorough records throughout the year to make sure they catch everything that need come tax time. Here’s a checklist of what tax forms you need in order to file.
1098s
For those paying mortgage interest, you should have received a statement or letter from your lender that shows the total interest paid in the last year.
If you paid student loan interest, there’s a form just for you, the 1098-E.
Thoughts on Tax Forms
If you haven’t received any of the forms and you should, please call your employer, lender, whoever to get those important documents sent to you as soon as possible.
If you’re preparing to file your taxes, tax preparation software like TurboTax can be a huge help in helping you fill out the correct forms for your tax situation. By going through an interview process, you’ll be guided to the right forms and the program will populate the information in the correct.
It makes taxes less of a headache. You’ll have more time for things that matter to you. I’d like to hear your take on taxes. How are you filing your taxes this year?
Have product questions? We have your answers.
I worked a seasonal job making less than $9200, Less than $500 for unemployment earnings. I own a home (approx. pd. $5000 in mortgage int.) and I have Oppenheimer and Primerica & Chase investments which have less than $300. in interest or dividends. Bank accounts with less than $10 interest. I have no other income earnings. Do I file a 1040EZ or a 1040A form? Thank You.
-Lisa-
I received a 1099 Misc. form and was wondering if I needed to send it with my state taxes or federal or both…? Thank you for your assistance.
Respectively Yours,
-Erik-
Hi my name is Barbara and the question I have is my husband gets diablity ssa and I do some off work that i receive cash from people. How can I file this we have a child that is under 17 also. Not sure how to file can you please help.
Thank You
Barbara
I file a 1040 ecause I have a home with mortgage. I received a 1099C and was wondering were I put that on the form?
unpaid credit balance.
Due to the death of my husband. I wasn’t able to file my 2010, 2011 taxes. Since we live on SS. We always filed easy. How do we get forms to file. Have used Turbotax for years. My DVD purchased for 2010 doesn’t work. Please help.
Hi Lisa,
I was told that I could file a return and get up to $250 to $400 on a return and file up to 3 years ago on this one. Even if I haven’t worked. Is this true?
LuvvinLacey
My husband and I usually file the 1040EZ, but we bought a house in Feb of 2012 and we wanted to know if we have to file with a different form? Please let me know! Thank you!
Hi Casey,
Congratulations on purchasing a home. You should be able to get a nice deduction for that. You will not file 1040EZ, but there’s no need to worry you can still start for free and TurboTax will ask you the appropriate questions necessary to fill out the correct from. You don’t need to worry about which form to fill out TurboTax does everything for you and if you have a question you can ask our tax experts for free.
Thank you,
Lisa Greene-Lewis
We did our taxes with another company last year. This year we are using TurboTax. We have misplaced our 2010′s, how necessary is it that we have them?
Hi Cassie,
You can still file. You just need to know if you itemized your deductions and if you received a state refund in 2010, you have to claim that amount on your 2011 taxes. You should receive a 1099 for that amount though so you should be OK. You also need to know any previous carry over amounts like any capital losses(from selling stock or real estate losses) that are carrying over. If you already started amortizing points paid on real estate you want to take that into account as well.
Thank you,
Lisa Greene-Lewis
If my wife has a 1099 and has expenses against it as well, gas, supplies, ect.., which turbo tax do I need? Thank you.
Hi Brad,
She should use the Deluxe product. She will be guided through income and expense items that go on schedule C.
Thank you,
Lisa Greene-Lewis
I have already e-filed my return & was rejected because of error onsch.F. How do i correct and resend? Thanks.
Hi Edon,
You can go back into your tax return, go to the tools button on the far right, search topics, input form schedule F.
The program will bring you to the interview section of the return so can change the information. If that doesn’t work you can go to your home tab, scroll down on the left, click delete a form, and all the forms in your tax return will show up. Then you can delete the form and correct the information.
Thank you,
Lisa Greene-Lewis
i filed tax form 1040ez .was rejected. should have filed 1040a can i stll file 1040a?
Hi Tunisia,
You have to look at the rejection code that you were given. This should tell you the specifics regarding why it was rejected. Basically, you can file 1040EZ as long as you earn under $100,000, your interest income is under $1,500, and you do not claim any dependents.
Yes, you can still file Form 1040A if you need to.
Thank you,
Lisa Greene-Lewis