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What To Bring To Your Tax Appointment
Here’s a list of the documents you will need to file your taxes accurately. They are grouped into 4 categories: personal, income, expenses, other.
Personal Documents
Bring the following documents:
- Photo ID
- Social Security Cards
- Social Security Number verification letters, or Individual Taxpayer Identification Number assignment letters for you, your spouse, and dependents
- Birthdates for you, your spouse, and dependents claimed on the tax return
- Bank account and routing number or a voided check for direct deposit of your refund
Employment Income
- W-2 form(s) for all jobs held last year (your employer(s) will have sent you this by January 31st
- Self-Employment Income
- 1099-MISC and/or 1099-K
- Records of income not reported on 1099 forms
- Record of estimated tax payments
Retirement Income
- 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
- 1099-R for disability income
- Income or losses from the sale of stocks, bonds, or real estate
- Income or losses from rental property
- Alimony received
- Statements for prizes or lottery/gambling winnings
- Interest and dividend statements from banks
- Records for any other income
Expenses
You can reduce the income you are taxed on by claiming tax deductions for some of your expenses
Bring documentation for all applicable expenses:
- 1099-G for refund of state/local income taxes
- 1098-T for scholarships/fellowships
- 1099-R for disability income
- Income or losses from the sale of stocks, bonds, or real estate
- Income or losses from rental property
- Alimony received
- Statements for prizes or lottery/gambling winnings
- Interest and dividend statements from banks
- Records for any other income
Additional Items
- Last year’s tax return (if available)
- Proof of health insurance or exemption: Form 1095-A if you had coverage through the Health Insurance Marketplace
- Form 1095-B/1095-C if you had other kinds of insurance, or a Health Insurance Exemption Certificate (if received)
- Tax notices: Documents from the IRS, Health Insurance Marketplace, your state tax agency, or anything that says “IMPORTANT TAX DOCUMENT”
Documents to prove you qualify for credits
Here’s a list of the documents you will need to determine your tax credit eligibility.
Head of the household
- Utility bills such as power, water, or lease contract
To claim dependents
- Birth certificate and Social Security cards
- Certificate documenting the dependents had medical insurance coverage
- Any document which could evidence that you and your dependents live at the same address (lease contract)
- Proof of tuition payments (2020 Summary)
- Proof of immunizations
- Form 8332 Release/revocation of release of claim to exemption for child by custodial parent
