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What to Bring

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What to Bring

>What to bring

What to bring to your tax appointment

Bring everything that applies to you. If you are unsure whether a document matters, bring it — it is quicker than a second visit.

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About you and your family

Photo ID for you and your spouse
Social Security cards or ITIN letters for everyone on the return
Dates of birth for you, your spouse and your dependents
Last year's federal and Pennsylvania returns
Bank routing and account number for a direct-deposit refund
Your IRS Identity Protection PIN, if the IRS sent you one

Income

W-2s from every employer
1099-NEC, 1099-MISC and 1099-K forms for contract or platform work
1099-INT, 1099-DIV and 1099-B from banks and brokers
1099-R for pension or retirement withdrawals and SSA-1099 for Social Security
1099-G for unemployment or a state refund
Schedule K-1s from partnerships, S corporations or trusts
Records of any cryptocurrency sold or exchanged
Rental and self-employment income, with the related expense records

Deductions and credits

Form 1098 for mortgage interest, and your property tax bills
Receipts for charitable donations
Form 1098-T for tuition and 1098-E for student loan interest
Child care provider's name, address, tax ID and the amount you paid
Medical expenses, if you plan to itemize
Form 1095-A if you had Marketplace health insurance
Dates and amounts of estimated tax payments you made

Starting or running a business? Bring your income and expense records, prior payroll reports and any notices from the IRS or the Pennsylvania Department of Revenue as well.

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