Preparing ahead helps us serve you faster and more thoroughly. Bring all documents that apply to your tax situation—even if you’re unsure whether we’ll need them.
Identification & Basic Information
- Valid driver’s license or state-issued photo ID
- Social Security cards or ITIN information for everyone listed on the return
- IP PINs, if issued by the IRS
- Copy of last year’s federal and state tax returns, if available
- Bank routing and account numbers for direct deposit or electronic payment
The IRS also recommends bringing photo identification, Social Security/ITIN information, prior-year returns when available, and banking information.
Income Documents
Bring all applicable income statements, including:
- Forms W-2
- Forms 1099
- Social Security statements
- Unemployment statements
- Pension or retirement income
- Interest and dividend statements
- Stock or investment documents
- Any other documents showing income or taxes withheld
Parents & Dependents
If you are claiming dependents or certain tax benefits, bring any documents that may help establish your eligibility, such as:
- Childcare provider name, address, and tax identification number
- School, medical, childcare, or other residency records when applicable
- Birth certificates or other relationship documents when needed
- Records related to custody or residency, if applicable
- Documents supporting Head of Household filing status when needed
Self-Employed Clients
Please bring:
- EIN documentation, if applicable
- All records of business income
- Forms 1099 received
- Business expense records
- Mileage records, if applicable
- Equipment or asset purchases
- Home-office information, if applicable
- Estimated tax payment records
Other Tax Documents
Bring any that apply to you, including:
- Mortgage interest statements
- Real estate tax records
- Tuition and education documents
- Charitable contribution records
- Form 1095-A for Marketplace health insurance
- IRS or state tax notices
- Any other tax document you are unsure about
For Marketplace coverage, Form 1095-A is specifically listed by the IRS as a document taxpayers should have for filing.
Not sure what applies to you? Contact Excellent Tax Pros before your appointment and we’ll help you prepare