Ryan Vaughn explains there's no single master list of tax documents you need. For simple returns, gather your W-2, mortgage statement, and bank-interest statements. Most tax software will prompt you for what's required based on your answers.
What documents do I need to file my taxes? There's not a magic list. For our clients, it's one of the reasons why we created an interactive organizer that can be filled out online where it asks prompts of questions, and based on your answers, it then asks for documents that we're likely gonna need based on your answers. For someone who has a very simple situation who's looking to DIY your tax returns, you likely are gonna have a W-2, Maybe a mortgage statement, interest from the bank. If you are DIYing it and using some sort of tax software to do your taxes, the software is going to prompt you on the questions. Ultimately, I would say as a general rule, when you get a letter in the mail that says important tax document on it, feel free to save that. Hey, remember, at the end of the day, the IRS is not your friend. We are. Let's help you keep as much money in your pocket as possible.
