Checklist
What to bring
Not everything applies to everyone. If you're unsure about a document, bring it or ask us.
Personal
- Photo ID for you and your spouse
- Social Security numbers / ITINs for everyone on the return
- Last year's tax return
- Bank account and routing number for direct deposit
Income
- W-2s from every employer
- 1099-NEC / 1099-MISC / 1099-K
- 1099-INT, 1099-DIV, 1099-B (brokerage)
- SSA-1099 and 1099-R (retirement)
- Rental income and expenses
Deductions & credits
- Form 1098 mortgage interest and property tax
- Charitable donation receipts
- Childcare provider name, address, tax ID and amount
- Form 1098-T tuition and 1098-E student loan interest
- Health coverage forms (1095-A if from Covered California)
Business
- Income records and 1099s received
- Business expenses by category
- Vehicle mileage log
- Home office size and costs
- Estimated tax payments made