You may find our Taxes wiki helpful.

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

[removed]

W2s, 1098-T (if student), any relevant tax statements from your bank, investment firms, brokerages, etc.

As you go through your taxes the software will tell you what form is needed for [thing]. If you think it applies to you, go look for the form in the relevant account you hold.

I just did mine a couple days ago, had to go through 3-4 different accounts gathering everything that I forgot about when I started.

It depends on your activities during the tax year

W2 for jobs

1099-NEC for any contractor work you did

1099-INT if you had bank accounts

1099-B if you sold stocks

1099-R if you rolled over or converted retirement accouns

1099-G if you had a state tax refund (and itemized your taxes the prior year) or received unemployent

W-2 G if you gambled and won

1098 if you paid mortgage interest

1098-T if you paid tuition

1099-DIV if you received taxable dividends

1099-Q if you had 529 distributions

K-1 if you're part of a partnership or S corp or other pass through entity

I'm sure there's a few i'm forgetting

>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.

>I'm sure there's a few i'm forgetting

1099-SA if you had an HSA and took any distributions from it during 2022.

My HSA provider was annoyingly slow (though still before today's deadline) getting this to me. I'd have preferred not to tap this balance last year, but it ended up being necessary.

My man

For things like 1099b they have until mid Feb to send out.

As the other replies indicate, even if they don't come right out and say it, you won't know. Not for sure. Especially if your work and finance situations changed during 2022. But everyone is SUPPOSED to get your documents to you by January 31. (If they can't, they're supposed to send you a notice telling you that a certain form is coming and estimating when it will drop. Charles Schwab does this to me every year.) So I usually wait to file until the second week in February (by which time Chuck Schwab finally has his act together) when I can safely assume I have everything I'm going to get. This system has yet to fail me.