Bring all documents below.
Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number assignment letters for you, your spouse, and any dependents
Birth dates for you, your spouse, and dependents on the tax return
Bank account and routing number or a voided check for direct deposit of your refund
2020 and 2021 tax return, if you have them
Identity Protection PIN (IP PIN), if you have one
Bring all documents that apply.
W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st)
1099-NEC and/or 1099-K
Records of income not reported on 1099 forms
Records of expenses including receipts, credit statements, etc.
Record of estimated tax payments
Retirement or Disability Benefits
SSA-1099 form for Social Security benefits
1099-R for pension/IRA/annuity income
1099-G for unemployment benefits
Other sources of income
1099-G for refund of state/local income taxes
1098-T for scholarships/fellowships
Income or loss from the sale of stocks, bonds, or real estate
Income or loss from rental property
Statements for prizes or lottery/gambling winnings
1099-INT/1099-DIV for Interest and dividend statements from banks
Records for any other income
You may be able to claim tax deductions for some of the expenses you have. These deductions reduce the income you are taxed on. Bring documentation for all of the following expenses you have.
Retirement contributions, including a 401(k) or IRA
State and local taxes you’ve paid
Mortgage statements and property tax bills if you are a homeowner
College tuition (Form 1098-T) and student loan statements (Form 1098-E)
Childcare expenses, including payment records or receipts and provider’s name, address, and federal tax ID number (either their Social Security Number or Employment Identification Number)
Receipts for charitable donations
Medical and dental bills
Records for supplies used as an educator