What to bring to your tax appointment.

Identity

• ☐ Photo ID
• ☐ Social Security cards or ITIN letters for everyone on the return

Income

• ☐ W-2s
• ☐ 1099s
• ☐ Self-employment records
• ☐ Rideshare or delivery summaries

Deductions & Credits

• ☐ Childcare receipts and provider information
• ☐ Education (1098-T)
• ☐ Mortgage (1098)
• ☐ Charitable donations

Other

• ☐ Last year's tax return
• ☐ Bank routing and account number for direct deposit
• ☐ Any letters from the IRS

Somali and Arabic versions of this checklist are coming soon.