When filing taxes for yourself or for your business, it's good to start by knowing what form you will be filing. In most cases, individuals will file a Form 1040. In the event the individual is a non-resident, they may file a 1040NR. Those who qualify can file the short versions of these forms (1040A, 1040EZ, 1040NR-EZ). Businesses file according to their company’s formation (see “Starting a Business?”).
When starting the preparation of your personal return, or if working with a preparer to assist you with it, be sure to have at least the following documents in order:
- Proof of identification
- Filing status
- Residency status
- Social security number (ITIN if non-resident) and date of birth for all individuals on the tax return
- Copy of prior year tax return
- Tax documents showing income for the year
- Bank and brokerage statements
- Proof for any deductions or credits
- Bank routing number if you are interested in direct deposit of your refund (if applicable)
- Pay your tax bill once the return has been completed
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