Everything you need before you file.

Your tax-prep checklist

Every situation is a little different, but most returns need the items below. When in doubt, bring it, we'd rather have it and not need it.

• Identification

  Photo ID for you and your spouse, plus Social Security or ITIN numbers for everyone on the return, including dependents.

• Income documents

  W-2s, 1099s (1099-NEC, 1099-K, 1099-INT, 1099-MISC), and records of any self-employment or cash income.

• Last year's return

  A copy of your prior-year tax return, especially if this is your first time filing with us.

• Deductions & credits

  Mortgage interest, property tax, childcare costs, tuition (1098-T), and any business or medical expenses you want to claim.

• Banking info

  A voided check or your routing and account number for the fastest possible direct-deposit refund.

• Any IRS letters

  Bring any notices you received from the IRS or the state, we'll handle them as part of your visit.

Download the full guide

Our printable What to Bring guide covers it all, available in English and Spanish.

Common questions