Having everything ready is the fastest way to get your refund — and to make sure nothing that lowers your taxes is left out. Use this list before your appointment.
For everyone
- Photo ID (driver’s license, state ID or passport).
- Social Security cards or ITIN letters for you, your spouse and your dependents.
- Last year’s tax return, if you have it.
- Bank routing and account number for direct deposit.
If you work for a company
- Every W-2 from every job you had during the year.
- Your last pay stub of the year, especially if you earned tips or overtime.
If you work for yourself
- All 1099-NEC, 1099-K and 1099-MISC forms.
- Annual summaries from apps like Uber, Lyft or DoorDash.
- Income you received in cash or by Zelle, even without a form.
- Business expenses: receipts or bank statements, and your mileage.
Family and home
- Child care costs and the provider’s tax ID.
- Form 1098-T for college tuition.
- Form 1098 for mortgage interest, if you own a home.
- Form 1095-A if you had health insurance through the Marketplace.
Other
- Any letter you received from the IRS.
- Information about bank accounts or income outside the U.S.
Missing something? Book anyway — we’ll tell you exactly what to request and from whom.