What to Bring to a Tax Appointment (Tax Checklist)

Here is a customizable and printable version of the Tax Appointment Checklist. 

***Leer en español: Qué documentos llevar a una cita para realizar sus impuestos (lista de verificación para impuestos).***

Here’s a list of documents you need to help ensure you file taxes accurately. You can file for free at a VITA site or online at GetYourRefund or MyFreeTaxes. You can also file your taxes with a paid preparer. If filing at a VITA site or paid preparer, check before your appointment if there are other documents you need to bring.

Personal documents

Bring all documents below.

  • Photo ID
  • 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 for up to three accounts or a voided check for direct deposit of your refund
  • 2021 and 2022 tax return, if you have them
  • Identity Protection PIN (IP PIN), if you have one


Bring all documents that apply.

Employment Income

  • W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st by mail and/or by email).

Self-Employment Income

  • 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

Unemployment Income

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
  • Alimony received
  • 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 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

 Other Tax Documents or Notices

  • Form 1095-A if you had coverage through the Health Insurance Marketplace
  • Documents from the IRS, Health Insurance Marketplace, your state tax agency, or anything that says “IMPORTANT TAX DOCUMENT”
  • Bring the following if you have them and are filing a 2020 or 2021 tax return to claim missed stimulus checks or the 2021 expanded Child Tax Credit:

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