Tax Documents
Gather these common wage and income forms before your tax appointment.
What are W-2s and 1099s?
Your preparer needs these two details for each dependent.
What are Social Security numbers and birth dates?
Keep arriving tax documents together in one of these.
What is a folder?
Bring this form if you had Marketplace health insurance.
What is Form 1095-A?
Tell your preparer if this changed so your return shows the correct mailing information.
What is your mailing address?
Make one of these using last year's forms so you know what to expect.
What is a tax document checklist?
If you are using a new preparer, bring a copy of this.
What is the previous year's tax return?
Report a change to this before requesting direct deposit.
What is your bank account and routing number?
Instead of sending crumpled photos, upload clear and complete copies through this.
What is a secure portal?