What to bring to your appointment

Find your situation and bring what applies. If something is missing, come anyway: we give you the list of what is pending and you send it later.

Everyone

• Valid photo ID.
• Social Security cards or ITIN letters for everyone on the return.
• Last year’s tax return.
• For direct deposit of your refund: a check, or a screenshot from your bank app showing the account and routing numbers.

If you work as an employee

• W-2 forms from all your jobs.

If you are self-employed

• Forms 1099-NEC, 1099-MISC or 1099-K.
• A summary of income and expenses for the year, or your bank statements.
• Reports from payment apps (Zelle, PayPal, Cash App, Venmo).

Other documents, if you have them

• Interest, dividends or stock sales (1099-INT, 1099-DIV, 1099-B).
• Retirement or Social Security (1099-R, SSA-1099).
• Marketplace health insurance (1095-A).
• Mortgage, tuition or student loan (1098, 1098-T, 1098-E).
• Child care expenses, with the provider’s details.

If you claim credits for children or dependents

• Proof of relationship (birth certificates).
• Proof they lived with you (school or medical records, lease).

If you need an ITIN

• Valid passport, or two documents (consular ID, foreign license, birth certificate).
• Visa and I-94, if you have them.

If you have a business (LLC or corporation)

• Last year’s return and K-1.
• P&L and balance sheet, or your bank and card statements.
• Payroll: 941, 940, W-2 and W-3.
• The 1099s you issued to contractors.
• EIN letter and Sunbiz document number.