Your Tax Preparation Checklist
Government-issued identification and taxpayer identification details for the applicable filers and dependents.
Income records such as W-2, 1099, retirement, and self-employment income statements.
Records of possible deductions, education expenses, healthcare coverage, and relevant tax credits.
Prior-year tax return, if available, and any IRS notices you received.
Keep sensitive documents out of public web forms and chat; ask for secure upload instructions.