Documents to Bring To Your Appointment

Prior Year Tax Return

Personal Information:

• SSN or tax ID number

• Spouse SSNs

• Identity protection PIN if one has been issued to you, your spouse, or dependent

• Bank routing and account numbers for direct deposit or payment

Dependents:

• Dependent birth dates and SSNs

• Childcare records (including the provider's tax ID number)

• Income of dependents in your home

• Form 8332 if you're divorced with children and the custodial parent is letting you claim the children this year

Income:

• W-2 (Employee)

• 1099-INT (interest income)

• 1099-DIV (dividend income)

• 1099-B (sale of stocks)

• 1099-G (unemployment income)

Self-Employed:

• 1099-NEC (contractors)

• 1099-K (gig workers on apps)

• Records of all expenses (credit card statements, receipts, etc.)

• Business-use asset information (cost, date placed in service) for depreciation

• Office in home information

• Form 1040-ES: Record of estimated tax payments made

Rental Income: 

• Records of income and expenses

• Rental asset information (cost, date placed in service) for depreciation

• Form 1040-ES: Record of estimated tax payments made

Retirement Income:

• 1099-R (retirement distributions from pension, IRA, annuity, etc.)

• Form 5498: Traditional IRA contributions

• Social Security/RRB income: SSA-1099, RRB-1099

Savings & Investments or Dividends:

• 1099-INT, 1099-OID, 1099-DIV: interest and dividend income

• 1099-B, 1099-S: Income from sales of stock or other property

• Dates of acquisition and cost basis in property sold (if not reported on 1099-B)

• 1099-SA or 1099-LTC: Health savings account or long-term care reimbursements

• Expenses related to investments

• 1040-ES: Estimated tax payments

• 1099-DA: Transactions of digital assets like cryptocurrency

Other Income & Losses:

• 1099-K: Payment card, Venmo, Zelle, Cash App "business" transactions

• W-2G: Gambling Income with records of gambling expenses

• Jury Duty records

• Hobby income and expenses

• Prizes and awards

• Trust income

• 1099-MISC: Royalty income

• Other 1099s received

• Record of alimony paid/received with ex-spouse's name and SSN

• State tax refund

Home and Vehicle Ownership:

• 1098 (mortgage interest)

• All other 1098 forms

• Real estate and personal property (car registration) tax statements

• Receipts for energy saving home improvements

• EV purchase records

• Charitable Donations

Charitable Donations

• Cash donated to places of worship, schools, or other charities

• Records of non-cash donations

• Amounts of miles driven for charitable and medical purposes

Medical Expenses:

• Amounts paid for healthcare, insurance, and dentists

• Amounts paid for qualified insurance premiums if paid outside the Marketplace or an employer plan

Health Insurance:

• 1095-A (marketplace health insurance)

Childcare Expenses: 

• Fees paid to a licensed day care center for an infant or preschooler

• Amounts paid to a baby sitter or provider for a child under age 13 while you work

• Expenses paid through a dependent care flexible spending account at work

Educational Expenses: 

• 1098-T (student tuition payments)

• Receipts that itemize qualified educational expenses

• Records of any scholarships or fellowships received

• 1098-E (student loan interest)

K-12 Educator Expenses: 

• Receipts for classroom expenses

State and Local Taxes: 

• Amount of state and local income or sales tax paid (other than wage withholding)

• Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles

Retirement:

• Form 5498-SA: HSA contributions

• Form 5498 showing IRA contributions

• All other 5498 forms

Federally Declared Disaster:

• Check the FEMA website to see if your county has been declared a federal disaster area

• City/county you lived/worked/had property in

• Records to support property losses (appraisal, clean-up costs, etc.)

• Records of rebuilding/repair costs

• Insurance reimbursements/claims to be paid

• FEMA assistance information