Personal information for you and your dependents, including social security numbers, dates of birth, and tax ID numbers. Many people know these details by heart, but if not, write them down ahead of time.
These include W-2 and W-2G, forms provided by your employer. If you’re self-employed, bring 1099-MISC or 1099-K forms.
This can be a long list, but focus on what applies to you. Think about things related to your home, job, medical/dental work, school, and a few more areas that may be specific to you and cost you money.
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.
You may need either a Health Insurance Marketplace Statement (Form 1095-A) or a statement of coverage from your employer or insurer (Form 1095-B or 1095-C).