What to bring to your tax appointment

The single biggest thing that slows a return down is missing paperwork. Gather what applies to you before we start and upload it to your portal in one batch.

Identity

• Photo ID for you (and your spouse, if filing jointly)
• Social Security or ITIN numbers for everyone on the return, including dependents
• Last year's tax return, if we didn't prepare it
• Your bank routing and account number for direct deposit

Income

• W-2s from every employer
• 1099-NEC / 1099-K / 1099-MISC for self-employment or gig work
• 1099-INT, 1099-DIV, 1099-B for interest, dividends, and investment sales
• 1099-G for unemployment or a state refund
• 1099-R and SSA-1099 for retirement and Social Security
• Records of any other income (rental, cash, hobby, crypto)

Adjustments, credits, and deductions

• 1098 for mortgage interest; property tax records
• 1098-T and 1098-E for tuition and student loan interest
• Childcare provider name, address, tax ID, and amount paid
• Health insurance Form 1095-A if you bought coverage through the marketplace
• Charitable donation receipts
• IRA or HSA contribution records

If you're self-employed

• Total income received
• Expense totals by category (supplies, software, phone, travel, etc.)
• Mileage log or total business miles
• Home office square footage, if you use one
• Records of any estimated tax payments you made

Not sure whether something matters? Upload it anyway or ask in a message. It's easier to set aside a document we don't need than to chase one we do.