How JustAnswer Works:
  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.
Ask Lev Your Own Question
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 28084
Experience:  Taxes, Immigration, Labor Relations
870116
Type Your Tax Question Here...
Lev is online now
A new question is answered every 9 seconds

What documents do I need to file my taxes? My husband put both

Customer Question

What documents do I need to file my taxes? My husband put both of our homes and all stocks and bonds in my name. I will be filing seperatley
Submitted: 1 year ago.
Category: Tax
Customer: replied 1 year ago.
Every bank documents savings checking credit cards are in my name also plus all bills utilities ext...
Expert:  Lev replied 1 year ago.
You do need all information regarding your income and deductions.First of all W2 form that reports your wages.For stock and bonds - you need all reporting forms - 1099INT - for interest income - 1099DIV - for dividends and capital gain distributions - 1099B - if shares or bonds were sold - this form reports proceeds.
Expert:  Lev replied 1 year ago.
Regarding your deductions - 1098 that reports mortgage interest payments on homes.- in additional you need information about real estate and property taxes paid. - if you made any charitable contributions - have receipts ready.
Expert:  Lev replied 1 year ago.
So far - you need to prepare two sets of documents (and corresponding information) - for income items and deduction items.
First of all W2 form that reports your wages.
For stock and bonds - you need all reporting forms
- 1099INT - for interest income
- 1099DIV - for dividends and capital gain distributions
- 1099B - if shares or bonds were sold - this form reports proceeds and cost basis.
- K1 statements - if you receive income from partnerships or from trusts.
Regarding your deductions
- 1098 that reports mortgage interest payments on homes.
- in additional you need information about real estate and property taxes paid.
- if you made any charitable contributions - have receipts ready.
- if you have substantial medical expenses
If you have dependents - you would need additional information - such as
-- names and SSNs
-- child care expenses
-- educational expenses
There might be additional documents and additional information depending on your circumstances.
Let me know if you need any clarification this matter.

Related Tax Questions