W-2: If you work for an employer
1099-NEC: You can expect to receive this 1099 form if you work as a freelancer or if you did contract work in 2021.
1099-K: Some freelancers and gig workers for companies like Uber, Lyft or Airbnb should look out for this form. 1099-Ks report income that passes through third-party networks, such as PayPal or debit cards or credit card processors.
Other 1099 forms: If you earned interest from savings or investments, you may receive a 1099-INT form. You could also receive a 1099-DIV, which reports dividends and distributions from investments.
1098: Those who own a home and pay mortgage interest will receive Form 1098 from their mortgage lender.
1098-E: This is a form that records tax-deductible student loan interest payments over $600.
1098-T: The 1098-T can be used to help you calculate and claim educational tax credits and deductions. It reports tuition costs and related education expenses that you may have paid last year.
Social Security numbers for family members: If you had a baby in 2021, make sure you have a Social Security number to claim child tax credits.
Contribution information: Remember to collect documentation on retirement plan contributions that are tax-deductible. If you contributed to a 529 plan in 2021 and your state offers a tax benefit, you’ll want to keep that information on hand for your state, but not federal, taxes
Charitable donations

Refund Policy