What Should I bring to my appointment?
- Photo ID
- Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number assignment letters for you, your spouse, and any dependents
- Birthdates for you, your spouse, and dependents on the tax return
- Bank account and routing number or a voided check for direct deposit of your refund
- W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st)
- 1099 MISC
- 1099-NEC and/or 1099-K
- Records of income not reported on 1099 forms
- Records of expenses including receipts, credit statements, etc.
- Record of estimated tax payments
- SSA-1099 form for Social Security benefits
- 1099-R for pension/IRA/annuity income
- 1099-G for unemployment benefits
- 1099-G for refund of state/local income taxes
- 1098-T for scholarships/fellowships
- 1099-R for disability income
- Income or loss from the sale of stocks, bonds, or real estate
- Income or loss from rental property
- Alimony received
- Statements for prizes or lottery/gambling winnings
- Interest and dividend statements from banks
- Records for any other income
- Retirement contributions, including a 401(k) or IRA
- State and local taxes you’ve paid
- Mortgage statements and property tax bills if you are a homeowner
- College tuition (1098-T) and student loan statements (Form 1098-E)
- Childcare expenses, including provider’s address and federal tax ID number
- Receipts for charitable donations
- Medical and dental bills
- Records for supplies used as an educator
- IRS Notice 1444 and/or 1444-B for your Economic Impact Payments (also known as stimulus checks)
- Form 1095-A if you had coverage through the Health Insurance Marketplace
- Documents from the IRS, Health Insurance Marketplace, your state tax agency, or anything that says “IMPORTANT TAX DOCUMENT
BRING FORMS APPLICABLE TO YOUR TAX RETURN(S)