Tax Documents Checklist

Preparing your documents before your tax appointment can make the filing process smoother and more efficient. Gather the information needed to accurately prepare your federal and state income tax returns.

Common documents include:

• Government-issued photo identification

• Social Security numbers or ITINs for everyone included on the return

• W-2 forms and applicable 1099 income statements

• Self-employment income and business expense records

• Mortgage interest, property tax, and charitable contribution records, if applicable

• Dependent information and childcare expense statements

• Health insurance marketplace Form 1095-A, if applicable

• Previous year's tax return, if available

• Bank account information for direct deposit

Additional documentation may be required depending on your tax situation.