When filing your taxes using Form 1040A or Form 1040 Schedule R, you may need to attach various documents to ensure accurate reporting and eligibility for certain deductions or credits. Here are some of the common documents you may need to attach:
1. W-2 Forms: Attach copies of your Wage and Tax Statements (Form W-2) received from each employer. These forms outline your earnings, tax withholdings, and other essential details.
2. 1099 Forms: Attach copies of any Form 1099 received, such as 1099-INT for interest income, 1099-DIV for dividend income, or 1099-R for retirement distributions. These forms provide information on income earned from different sources.
3. Form 1095-A: If you or a family member obtained health insurance through the Health Insurance Marketplace, attach Form 1095-A. This document is necessary to report the Premium Tax Credit and reconcile any advance payments received.
4. Form 1098: If you paid mortgage interest, attach Form 1098 from your mortgage lender. This form helps you claim deductions related to mortgage interest and can include valuable tax information.
5. Form 2441: If you qualify for the Child and Dependent Care Expenses Credit, attach Form 2441. This form records details about the care provider and the expenses incurred.
6. Form 8862: If you are claiming the Earned Income Tax Credit (EITC) or the Child Tax Credit (CTC), attach Form 8862. It is used to ensure that taxpayers meet the eligibility criteria for these credits.
7. Form 8822: If your address has changed since your last tax return, it's essential to file a Change of Address form (Form 8822). Update your information to ensure the IRS can reach you for any notifications or refunds.
8. Supporting Documentation: If you claim deductions or credits that require supporting documentation, such as education expenses, medical expenses, or charitable contributions, attach the relevant receipts, bills, or proof of payment.
Remember to carefully review the instructions provided with the appropriate tax form and consult a tax professional if needed. Correctly attaching the necessary documents is crucial for a complete and accurate tax return.