What to bring to your tax appointment.

Everyone.

• Photo ID for you, and for your spouse if filing together
• Social Security cards or ITIN letters for you, your spouse and each dependent
• Dates of birth for everyone on the return
• Last year's tax return, if we did not prepare it
• Bank routing and account number for direct deposit
• Your IRS Identity Protection PIN, if the IRS sent you one

Income.

• W-2 from every job
• 1099-NEC, 1099-MISC or 1099-K for contract, gig or self-employed work
• 1099-G for unemployment benefits
• SSA-1099 for Social Security benefits
• 1099-R for pensions and retirement account withdrawals
• 1099-INT and 1099-DIV for interest and dividends
• 1099-B for stock or cryptocurrency sales
• Records of any other income, including cash

Family and home.

• Childcare costs, with the provider's name, address and tax ID
• Form 1095-A, if you had Marketplace health insurance
• Form 1098 for mortgage interest, and property tax statements
• Form 1098-T for tuition and Form 1098-E for student loan interest
• Receipts for charitable donations

Self-employed and business owners.

• A summary of income and expenses for the year, or your bank statements
• Mileage log for business driving
• Receipts for equipment, supplies and other large purchases
• Home office details: square footage and household costs
• Estimated tax payments made, with dates and amounts
• Payroll records, if you have employees

If you received an IRS letter.

Bring every page of it.