What to bring to your tax appointment

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Everyone

• Photo ID for you, and for your spouse if you file together.
• Social Security cards for everyone on the return.
• All of your W-2 and 1099 forms.
• Last year's tax return, if you have it.
• Your bank's routing number and your account number, if you want your refund by direct deposit.
• Any letters the IRS or the state sent you this year.

If you have children or other dependents

• Each dependent's Social Security card and date of birth.
• What you paid for child care, with the provider's name, address and tax ID number.

If you have retirement or Social Security income

• Form SSA-1099, your Social Security benefit statement. It should arrive by early February.
• A Form 1099-R for each pension, annuity, IRA or 401(k) that paid you.
• A record of any estimated tax payments you made during the year.

If you are self-employed or do gig work

• Forms 1099-NEC and 1099-K, if you received them.
• A record of income that is not on a form.
• Your business expenses for the year, added up by type.
• Your mileage log, if you drive for work.

If any of these apply to you

• Form 1095-A, if anyone on the return had health insurance through the marketplace (HealthSource RI).
• Form 1098, if you pay a mortgage, and your property tax bills.
• Form 1098-T for tuition and Form 1098-E for student loan interest.
• Forms 1099-INT, 1099-DIV and 1099-B from banks and investment accounts.
• Form 1099-G, if you received unemployment benefits.

Filing by digital drop-off?

The list is the same. Instead of bringing each paper, take a clear phone photo of it. How drop-off works

Missing something? Book anyway. Most missing forms can be replaced.