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Mortgage interest and any points you paid on your mortgage.

Real estate and personal property taxes paid.

Your Health Savings Account (HSA) statement.

Your capital gains statements for any investments like (stocks, bonds, etc.).

401(k), IRA, and other retirement plan statements (including contributions, withdrawals,Īnd penalties you may have been assessed).

Your W-9 form (to determine the number of exemptions you declared).

W-2 form (year-end employer tax statement).

Things you may need in order to get a fairly accurate figure of your refund amount this tax