What to bring to your appointment.
Having these ready keeps your visit efficient and stress-free.
Helpful documents
- Personal ID. Official Identification (ID or Passport) and Social Security Number or ITIN.
- Income documents. W-2 or 1099 Forms from your employment or contract work.
- Prior-year information. Returns or notices from prior years you want us to review.
- Your questions. Bring anything you want explained before you file.