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Do your own taxes any time, anywhere, on any device. Questions? Our on-demand tax experts can help.
The documents you need for tax prep depend on your situation. To help you prepare for your tax appointment or for filing your own taxes, we’ve created a checklist to help you know what forms to bring.
Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes.
Parents and caregivers should gather this information as they review what they need to file their taxes.
Many of these forms won’t be needed to file taxes every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity.
The types of deductions you can take depend a lot on your life situation. It’s likely you won’t need all of the documents listed below for your taxes.
Do your own taxes any time, anywhere, on any device. Questions? Our on-demand tax experts can help.
Get expert tax prep virtually or in person. Gather your documents and your tax pro will do the rest.