What to bring for your tax appointment
A checklist of the documents that most often come up, so your return can be done in one pass.
About you
- Last year's federal and Arizona returns, if you're new to us
- Government-issued photo ID
- Social Security numbers and birth dates for you, your spouse, and dependents
- Bank routing and account number for direct deposit
- Your IRS Identity Protection PIN, if you have one
Income
- W-2s from every employer
- 1099 forms: NEC, K, INT, DIV, B, R, G, and SSA-1099
- Schedule K-1s from partnerships, S corporations, or trusts
- Business or rental income and expense totals
- Records of digital asset sales or trades
Deductions and credits
- Form 1098 for mortgage interest, and property tax statements
- Receipts for charitable gifts and Arizona tax credit donations
- Medical expense totals, plus HSA forms
- Form 1098-T for tuition and 1098-E for student loan interest
- Child care provider's name, tax ID, and the amount you paid
- Form 1095-A if you had Marketplace health insurance
Payments and letters
- Dates and amounts of estimated tax payments
- Any letters from the IRS or the Arizona Department of Revenue
Not sure?
Bring it anyway. It's easier to set something aside than to come back for it.
Official links
This is general information, not advice for your situation, and rules change. Questions? Call (623) 386-6618 or get in touch.