The first step to filing your taxes is to make sure you have the correct documents. Depending on your particular situation, you will receive several types of tax forms, including:
- salary and wages (W-2)
- bank interest (1099-INT)
- dividend income (1099-DIV)
- mortgage interest (1098)
- tuition payments (1098-T)
- student loan interest payments (1098-E)
- receipts or other records that support any itemized deductions.