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What to Bring to Your Appointment
Having your documents ready makes your appointment faster and your return more accurate. Your preparer will confirm exactly what you need.
Book an AppointmentPersonal returns
- Photo ID for you (and your spouse, if filing together)
- Social Security cards or ITIN letters for everyone on the return, including dependents
- Income statements: W-2s, 1099s, unemployment or retirement income forms
- Last year's tax return, if you have it
- Bank routing and account numbers for direct deposit
- Any IRS or state letters you received
If you have dependents or credits
- Childcare provider name, address and ID number
- Education forms such as 1098-T
- Health coverage forms, if you received them
Business owners
- Income and expense records for the year
- Bank and credit card statements for the business
- Prior-year business return
- Payroll records, if you have employees
- Sales tax filings, if you collect sales tax