Tax Document Checklist

Make sure to bring these documents to your appointment

👤 Personal Information

  • Social Security cards for yourself, spouse, and dependents
  • Photo ID (driver's license or passport)
  • Bank account numbers for direct deposit
  • Copy of last year's tax return

💰 Income Documents

  • W-2 forms (from all employers)
  • 1099 forms (interest, dividends, self-employment)
  • Social Security benefit statements (SSA-1099)
  • Rental income (1099-MISC or records)

📝 Deductions & Credits

  • Medical and dental expense receipts
  • Mortgage interest statement (form 1098)
  • Charitable contribution receipts
  • College tuition statements (form 1098-T)
  • Child or dependent care expenses

💼 Business / Self-Employment

  • Business income and expense records
  • Vehicle mileage logs
  • Home office expenses
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