Be Prepared
Your Tax Appointment — What to Bring
Being prepared makes filing faster, easier, and stress-free. Here’s exactly what to bring.
Before you come in
The IRS will reject your return if names, Social Security numbers, or dates of birth don't match exactly. Double‑check before your appointment.
- Social Security Numbers (all family members)
- Photo ID
- Last year's tax return
- Bank routing + account number (for direct deposit)
- W‑2s (wages/salary)
- 1099‑MISC / 1099‑NEC
- 1099‑R (retirement)
- SSA‑1099 (Social Security)
- 1099‑G (unemployment)
- W‑2G (gambling winnings)
- 1098‑T (tuition)
- 1098‑E (student loan interest)
- HSA forms
- IRA contributions
- Tip income records
- Child/dependent care expenses
- Estimated taxes paid
- Jury duty income
- 1098 mortgage interest
- Mortgage points
- Property taxes
- Vehicle tabs / MV tax
- Charitable gifts (cash, card, check, non‑cash)
- Medical expenses
- Gambling losses
- Casualty / theft losses
- Sales tax paid on vehicles
- 1099‑INT
- 1099‑DIV
- 1099‑NEC / revenue records
- Profit & loss statement
- Advertising
- Commissions
- Contract services
- Depreciation
- Insurance
- Legal fees
- Office expenses
- Rent
- Repairs
- Supplies
- Taxes
- Travel
- Meals
- Utilities
- Wages
- Auto / cell / internet
- 1099‑B
- Capital gain / loss records
- Rental income records
- Advertising
- Auto
- Cleaning
- Commissions
- Insurance
- Legal fees
- Management fees
- Mortgage interest
- Repairs
- Supplies
- Property taxes
- Utilities
- Depreciation
- HOA dues
- Chemicals
- Conservation
- Depreciation
- Feed
- Fertilizer
- Freight
- Fuel
- Insurance
- Labor
- Land clearing
- Rent
- Repairs
- Seeds
- Storage
- Taxes
- Utilities
- Veterinary
- State unemployment contributions
- Wages paid
Not sure what to bring? Call us.
We'll talk through your situation in 5 minutes and tell you exactly what to gather.