Personal information
- Photo identification
- Social Security numbers or ITINs
- Prior-year tax return
- Bank details for direct deposit
Begin Your Return Tax Resources
Documents you may need for your return.
Use this list as a starting point. Not every item will apply to you.DOCUMENT CHECKLIST
Start with what you have.
You may not need every item below. We will let you know if anything else is needed.
Income documents
- W-2 and 1099 forms
- Self-employment income records
- Investment and retirement statements
- Unemployment or other income
Credits and deductions
- Childcare and dependent records
- Education expenses and Form 1098-T
- Mortgage interest and property taxes
- Charitable contribution records
Business owners
- Income and expense summaries
- Mileage and vehicle records
- Asset and equipment purchases
- Estimated tax payment records
SENDING DOCUMENTS
Do not email your tax documents.
Use the document-upload form for tax records and other sensitive information. Contact us if you are not sure what to send.
QUESTIONS
Before you send your documents.
What if something is missing?
Send what you have and tell us what is missing. We will explain the next step.
Can I add documents later?
Yes. You can use the upload form again when another document is ready.