You’ll be in good shape for your tax appointment if you follow this tax preparation checklist when collecting documents to bring:
Personal information for you and your dependents, including social security numbers, dates of birth, and tax ID numbers.
Statements reflecting your wages and earnings. These include W-2 and W-2G, forms provided by your employer. If you’re self-employed, bring 1099-MISC or 1099-K forms.
Records of your expenses. This can be a long list, but focus on what applies to you. If you own a home, this could be a mortgage interest statement (Form 1098) or records related to property taxes or the sale or purchase of real estate.
Information about your retirement accounts. Bring records that show how much you’ve contributed in the past year and the current value of any 401(k), IRA, Roth IRA, SEP IRA, or another retirement account.