Straightforward answers
Tax information & helpful links.
A quick guide to preparing for your visit, plus links to official IRS resources.
What to bring
Open our checklist, then print a copy to help you gather your tax documents. Open & Print the Checklist →
Identity & last year
Photo ID, Social Security numbers or ITINs for everyone on the return, and last year’s return if available.
Income & expenses
W-2s, 1099s, retirement statements, and records of business or rental income and expenses.
Credits & refund
Records for dependents, childcare and education, health insurance marketplace forms if applicable, and bank details for direct deposit.
Questions about your own return?
We can help you identify the documents you’ll need.