Tax Preparation Checklist

Here’s a handy list of things that you must bring to your appointment (en español):

  • Valid picture I.D. for taxpayer (and spouse, if married filing jointly)
  • Social Security cards, ITIN cards or letters for all persons listed on the tax return
  • Prior year’s tax returns
  • Written verification of bank routing and account numbers for direct deposit (voided check, bank statement or other document from your bank showing your bank routing and account number)
  • Identity Protection PIN, if applicable

Income statements or forms:

  • Wages from each job (W-2)
  • Interest (Form 1099-INT)
  • Dividends (Form 1099-DIV)
  • Retirement plans (Form 1099-R)
  • Gambling winnings (Form 1099-2G)
  • Unemployment (Form 1099-G)
  • Social Security benefits (Form SSA)
  • Year-end income statements from welfare benefits, SSI, veterans’ benefits and workers compensation
  • Tuition expenses you paid to attend a university or technical college (Form 1098-T)
  • Interest you paid on student loans (Form 1098-E)
  • Daycare expenses you paid for children; bring provider name, address, tax ID number or social security number and phone number
  • Charitable donations of cash or non-cash
  • Homeowners: Mortgage interest and real estate taxes paid (Form 1098)

Health Insurance Forms:

1) Bring form 1095-A, B or C, or health insurance exemption certificates.
2) California Health Insurance Marketplace Statement, Form 3895

New Forms:

  • Total amount of Child Tax Credit dispersed (Letter 6419)
  • Economic Impact Payment dispersed (Notice 1444-C)

How to save a portion of your refund at your tax appointment

  • Put all or some of your refund into savings, bring both your checking and savings account information
  • Put money into your IRA, bring your IRA account information
  • Save for your children and grandchildren by purchasing savings bonds, bring their names
  • Save a portion of your refund with your prepaid or debit card that allows direct deposit

CFPB Tools, to understand your best options for saving at tax time

Download Intake/Interview & Quality Review Sheet form in English or Spanish.