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Rave-Unicorn-Votive t1_j6oov7f wrote

>Obviously I know I need my W2 but beyond that every form that arrives is news to me.

What documents are you getting that are a surprise?

1099-INTs shouldn't be a surprise if you have a bank account, 1099-DIV shouldn't be a surprise if you have a brokerage account, same for 5498 if you have an IRA, and 1095 if you have health insurance.

Look at last year's return, what information did you include? (Even better if you save the docs with the PDF of your return.) If nothing changed, assume you'll get the same docs this year.

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