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Tax Preparation Checklist

Make sure you have everything you need before your appointment. Download our comprehensive checklist for individuals and businesses.

0 of 17 documents ready0%

Required for Everyone

Government-issued photo ID
Social Security Number (SSN) or ITIN for you and all dependents
Last year's tax return
Bank account and routing number for direct deposit

Income Documents

W-2 forms from all employers
1099-INT forms (bank interest)
1099-DIV forms (dividends)
1099-G forms (unemployment/state refunds)
1099-R forms (retirement distributions)

Deductions & Credits

Mortgage interest statement (Form 1098)
Property tax statements
Charitable donation receipts
Medical expense receipts
Student loan interest (Form 1098-E)
Tuition statement (Form 1098-T)
Child care provider info (name, address, tax ID, amount paid)

Health Insurance

1095-A, 1095-B, or 1095-C forms

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