Tax prep document checklist
What to bring to your tax appointment
Bring what applies to you. Missing documents can delay your tax return.
Build a personalized checklist
Pick your situations (W-2, self-employed, rental, trucking, ITIN and more) and print a list made for you.
Pick your situations (W-2, self-employed, rental, trucking, ITIN and more) and print a list made for you.
1Personal informationRequired
- Photo ID (driver’s license / state ID)
- Social Security numbers (you, spouse, dependents)
- Last year’s tax return (required for new clients)
- Bank account and routing number (for direct deposit)
- Any IRS / state letters you received
2Income documents
- W-2 (all jobs)
- Most recent pay stubs (needed to calculate the overtime deduction)
- 1099-NEC / 1099-MISC / 1099-K
- 1099-G (unemployment / state refund)
- 1099-R (IRA / 401(k) / pension)
- SSA-1099 (Social Security)
- 1099-INT / 1099-DIV
- 1099-B (stock / crypto sales)
3Health insurance (very important)
- 1095-A (Marketplace insurance)
- HSA forms: 1099-SA and/or 5498-SA (if applicable)
4Home / vehicle
- 1098 (mortgage interest)
- Car loan interest statement, if you bought a new, U.S.-assembled vehicle with a loan taken out after 2024 (for the car-loan interest deduction)
- Property tax statement
- Closing disclosure (if bought / sold / refinanced)
5Dependents / childcareIf applicable
- Childcare statement (provider info and total paid)
6EducationIf applicable
- 1098-T (tuition)
- 1098-E (student loan interest)
7Business / self-employedIf applicable
- Income summary (invoices, deposits, reports)
- Expense summary (supplies, tools, insurance, etc.)
- Mileage log (business miles)
If you’re not sure, bring it anyway. We’ll review your documents and let you know what’s needed.
Tip: print this page or save it to your phone before your appointment.
Contact us today to schedule an appointment
Call us or book a 2026 Tax Planning Consultation.
2026 Tax Planning Consultation: 1 hr, $195. Details