Documents Required for Filing Form 1040 for Salaried Individuals in the U.S.

When preparing a Form 1040 for salaried employees, the following documents and information are typically required:

1. Personal Information

? Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)

? Date of Birth for taxpayer, spouse, and dependents

? Filing Status (Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Widow(er))

? Address and Contact Information

2. Income Documents

? W-2 Form (Wage and Tax Statement) – Issued by the employer, showing salary, wages, and federal/state tax withholdings.

? Form 1099-INT (If the taxpayer earned interest income from a bank).

? Form 1099-DIV (If the taxpayer received dividends from investments).

? Form 1099-G (For unemployment benefits or state tax refunds).

? Form 1099-R (For distributions from retirement accounts, pensions, or annuities).

? Form 1099-MISC / 1099-NEC (If they earned any side income or freelance work in addition to their salary).

3. Adjustments to Income (Deductions for AGI)

? Student Loan Interest Statement (Form 1098-E) – If paying student loans.

? IRA Contributions – Proof of contributions to Traditional IRAs or Roth IRAs.

? HSA Contributions (Form 5498-SA) – If contributing to a Health Savings Account.

? Educator Expenses – If the taxpayer is a teacher and incurred expenses for classroom supplies.

4. Tax Deductions and Credits

? Itemized Deductions (Schedule A) or Standard Deduction

• If itemizing, documents for medical expenses, mortgage interest (Form 1098), property taxes, charitable donations, and state/local taxes paid are required.
• ? Child Tax Credit (CTC) / Earned Income Tax Credit (EITC) / Dependent Care Credit
• Child’s SSN, day-care expenses, and Form W-10 from day-care provider.
• ? Education Credits (Form 1098-T, Tuition Statement) – If the taxpayer or dependent was enrolled in college.
• ? Energy Credits – Receipts for energy-efficient home improvements (solar, windows, etc.).

5. Other Important Documents

? Bank Account Information – Routing and Account Number (for direct deposit of tax refund).

? Estimated Tax Payments (if any) – Proof of quarterly tax payments made during the year. ? Health Insurance (Form 1095-A, 1095-B, or 1095-C) – If covered under ACA Marketplace or employer-provided plan.

? Foreign Income (Form 2555 or Form 8938) – If the taxpayer has foreign assets or earned income abroad.

6. Prior Year Tax Return (Optional, but Recommended)

? Copy of last year’s 1040 return – Helps in cross-checking carryover amounts, deductions, and credits.