When filing your taxes, it's important to know the documents you need to attach to your Form IRS 1040a. Here's a guide to help you understand what documents are typically required:
1. W-2 Forms: These forms are provided by your employer(s) and report your wages, salary, and tips earned during the tax year. Attach all your W-2 forms to your IRS 1040a.
2. Form 1099: If you earned income from sources other than an employer, such as freelance work, rental income, or interest, you will receive different types of Form 1099 to report these earnings. Attach any applicable Form 1099 to your tax return.
3. Form 1098: If you paid mortgage interest, student loan interest, or tuition fees during the tax year, you should receive a Form 1098 from the respective institutions. Attach the relevant Form 1098 to your IRS 1040a.
4. Schedule B: If you earned interest or dividends from investments during the year, you might need to complete a Schedule B form. Attach this schedule if it applies to you.
5. Social Security Benefits Statement: If you received Social Security benefits, you will receive a Form SSA-1099 or Form RRB-1099. Attach this form to your tax return.
6. Additional Income and Deductions: If you have any other sources of income or deductions, ensure you have the necessary supporting documents. This may include records of rental income, business expenses, or medical expenses, among others.
7. Health Insurance Form 1095-A: If you purchased health insurance through the Marketplace, you will receive Form 1095-A. Attach this form when filing your IRS 1040a if applicable.
It's worth noting that the availability and necessary attachments may vary based on your specific tax situation. If unsure about the documentation needed, consult the IRS website or seek professional tax advice.
Overall, attaching the required documents to your IRS 1040a is crucial for accurate tax reporting and to avoid potential issues with the IRS.