What documents do I need to file my taxes?

The documents you need depends on your income sources and tax situation. At minimum, everyone filing taxes will need:

1. Social Security number or tax ID
2. Income statements (W-2, 1099s)
3. Prior year tax return
4. Bank account & routing numbers for refund deposits/payments

Additional documents if they apply:

Self-Employed: Records of 1099 income, business expenses
Retired: 1099-R, SSA-1099 for retirement income
Landlord: Rental property income/expenses
Health Care: 1095-A if enrolled in Marketplace plan, medical expenses
College Students: 1098-T, educational expenses

Gather all tax documents before filing. You can upload W2s and enter your other forms and file directly in Origin through our integrated Column Tax service, with no fees or hidden upsells.

For more details on required forms, head to our blog. Contact support if you have any other questions.

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