Personal documents
Photo ID Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number assignment letters for you, your spouse, and any dependents Birth dates for you, your spouse, and dependents on the tax return Bank account and routing number for up to three accounts or a voided check for direct deposit of your refund 2022 and 2023 tax return, if you have them Identity Protection PIN (IP PIN), if you have one
Self-Employment Income
1099-NEC and/or 1099-K Records of income not reported on 1099 forms Records of expenses including receipts, credit statements, etc. Record of estimated tax payments
Unemployment Income
1099-G for unemployment benefits
Expenses
You may be able to claim tax deductions for some of the expenses you have. These deductions reduce the income you are taxed on. Bring documentation for all of the following expenses you have. Retirement contributions, including a 401(k) or IRA State and local taxes you’ve paid Mortgage statements and property tax bills if you are a homeowner College tuition (Form 1098-T) and student loan statements (Form 1098-E) Childcare expenses, including payment records or receipts and provider’s name, address, and federal tax ID number (either their Social Security Number or Employment Identification Number) Receipts for charitable donations Medical and dental bills Records for supplies used as an educator
Employment Income
W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st by mail and/or email).
Retirement or Disability Benefits
SSA-1099 form for Social Security benefits 1099-R for pension/IRA/annuity income
Other sources of income
1099-G for refund of state/local income taxes 1098-T for scholarships/fellowships Income or loss from the sale of stocks, bonds, or real estate Income or loss from rental property Alimony received Statements for prizes or lottery/gambling winnings 1099-INT/1099-DIV for Interest and dividend statements from banks Records for any other income
Other Tax Documents or Notices
Form 1095-A if you had coverage through the Health Insurance Marketplace Documents from the IRS, Health Insurance Marketplace, your state tax agency, or anything that says “IMPORTANT TAX DOCUMENT”