Tax Preparation: What to Bring to Your Appointment (Checklist)

Jun 12

1 min read

Use this checklist to get your documents ready and help your tax appointment go smoothly.

What to bring

• Photo ID • Social Security cards/ITIN letters • W-2s and/or 1099s • Prior-year tax return (if available) • Bank account info for direct deposit • Any tax notices you received • Childcare and education documents (if applicable) • Mortgage interest and property tax statements (if applicable) • Business income/expense records (if applicable)

Next step

Submit the tax form on our website and we’ll confirm what you need based on your situation.

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What to bring

Next step

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