Preparing to File

Resources and common questions about what you need in order to file your taxes, including documents and information you'll need on hand.

50 articles

Why would I have to file a nonresident state return?
What is my state residency status?
What is a W-2 vs a 1099?
How can I find my prior year's tax return?
What can I write off as a business expense?
How do I file an extension?
What is a Form W-2C?
Can I use my last pay stub if I don’t have my W-2 yet?
Where can I find my prior year’s 1099?
Where do I find last year's state/local refund?
Why did I receive a Form 1099-G when I didn’t receive unemployment benefits; could it be identity theft?
What is the difference between the IRS's IP PIN and the Self-Select PIN?
All about IP PINs (Identity Protection PINs)
What’s my prior year AGI if someone claimed me as a dependent?
What is AGI and Modified AGI?
How do I file if I moved to a different state last year?
What counts as health insurance on my tax return (and what are 1095-A/1095-B/1095-C forms)?
How do I get my Form 1099-B?
What is a Form 1099-B?
What is a Form 1099-C?
How do I get my Form 1099-C?
What is a Form 1099-DIV?
How do I get my Form 1099-DIV?
What is a Form 1099-G?
How do I get my Form 1099-G?
What is a Form 1099-INT?
How do I get my Form 1099-INT?
What is a Form 1099-K?
How do I get my Form 1099-K?
What is a Form 1099-MISC?
How do I get my Form 1099-MISC?
What is a Form 1099-NEC?
How do I get my Form 1099-NEC?
What is a Form 1099-R?
How do I get my Form 1099-R?
What is a Form 1098-E?
How do I get my Form 1098-E?
What is a Form W-2?
How do I get my Form W-2?
What is the difference between a Form W-2, W-2C, and W-2G?
What is a Form W-2G?
How do I get my Form W-2G?
What is a Form 1099-OID?
How do I get my Form 1099-OID?
What is a Form SSA-1099?
How do I get my Form SSA-1099?
How do I get my W-2s, 1098s, and/or 1099s via the IRS?
Why would I change my paycheck withholding?
What is a W-4?