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Your document checklist

Gather what applies to you. Not sure about something? Send what you have and we will tell you what is missing.

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0 of 23 ready

Identity

Photo ID
SSN or ITIN for everyone on the return
Last year's tax return

Family & Home

Childcare provider details and EIN
Form 1098-T for education
Form 1098 mortgage interest
Property tax records

Deductions & Credits

Charitable giving records
Medical expenses
Student loan interest
Energy-efficient home improvements

Refund

Bank routing and account number, or how you took your refund last year

Not sure? Send what you have — we will tell you what is missing.

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