Tax season checklist
What to bring to your appointment.
The documents we usually need, on one page. Not everything applies to everyone. Bring what you have, and we will tell you if anything is missing.
About you
- Photo ID for you and your spouse
- Social Security cards or ITIN letters for everyone on the return
- Dates of birth for your dependents
- Last year’s tax return, if you are new to us
- Bank routing and account number, if you want your refund by direct deposit
Income
- W-2s from every job
- 1099 forms: 1099-NEC, 1099-K, 1099-INT, 1099-DIV, 1099-R, 1099-G
- SSA-1099, if you received Social Security benefits
- Brokerage statements and records of investment sales (Form 1099-B)
- Rental property income and expense records
- Self-employment income and expense records, and any other income
Deductions and credits
- Form 1098 for mortgage interest
- Property tax statements
- Form 1098-T for tuition and 1098-E for student loan interest
- Child care provider’s name, address, tax ID and amount paid
- Receipts for charitable donations
- Form 1095-A, if you had Marketplace health insurance
Business owners
- Income and expense records, or a profit and loss statement
- Mileage log for business use of your vehicle
- 1099s you issued to contractors
- Records of equipment or other major purchases
Letters from the IRS
- Any IRS or state notices you received this year
- Records of estimated tax payments you made
Bring the originals to your appointment, or upload copies through the client portal if you already have an invitation. Never send tax documents by email or through this website’s forms.