Tax Prep Checklist

Gather these documents before you start filing.

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Picture of Driver’s License or State ID (Front & Back)

Social Security Numbers for you, your spouse, and dependents

Bank Account & Routing Number (For direct deposit of refund)

Copy of last year’s tax return (If you switched to us)

IRS Identity Protection PIN (If the IRS mailed you one)

Job Wages: W-2 forms from all employers

Freelance/Side Job: 1099-NEC or 1099-K

Unemployment: 1099-G form from the state

Interest: 1099-INT from your bank

Dividends: 1099-DIV from investment accounts

Stock/Crypto Sales: 1099-B or Crypto Gain/Loss Report

Retirement Distributions: 1099-R (Pension/401k/IRA)

Social Security: SSA-1099

Gambling Winnings: W-2G