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The Daily Insight

What documents are needed to help you complete your tax return?

Author

Henry Morales

Published Apr 04, 2026

Proof of identification (photo ID)

  • Social Security cards for you, your spouse and dependents.
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number.
  • Proof of foreign status, if applying for an ITIN.
  • Sources of Income

    • Employed. Forms W-2.
    • Unemployed. Unemployment (1099-G)
    • Self-Employed. Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC.
    • Rental Income. Records of income and expenses.
    • Retirement Income.
    • Savings & Investments or Dividends.
    • Other Income & Losses.

      Does South Carolina require a copy of federal tax return?

      Be sure to include any additional state/federal schedules and documents required. Keep a complete copy of your SC return for your records. Claim the two wage earner credit unless the filing status is married filing jointly. Claim state withholding paid to another state.

      How to fill out a state income tax form?

      Filling out a state income tax return can range from simple to very complex. Fill out your Form 1040 federal income tax return. Consult tax publications issued by the Internal Revenue Service (IRS) and your state for help completing each tax return.

      How do you fill out a 1040 tax return?

      Fill out your Form 1040 federal income tax return. Enter all of your income and all deductions that you are entitled to claim. After you’ve completed your federal return, review the instructions provided with your state tax return. Most of the information required on both returns will be the same; however, there are a few notable differences.

      Where can I get help with my taxes?

      You can also call the IRS at 1-800-829-1040 or TTY: 1-800-829-4059. This option works best for less complex questions. Keep in mind that wait times to speak with a representative may be long. You may also contact the Taxpayer Advocate Service if you’re having a tax problem.

      How to file an income tax return in South Africa?

      • Select: • For Individuals; or • For Tax Practitioners. HOW TO FILE YOUR INCOME TAX RETURN (ITR12) HELPING YOU MAKE SOUTH AFRICA GREAT! e 2HOW TO FILE YOUR TAX RETURN (ITR12)