Skip to content

Get Ready for Your Appointment

You will need (No Exceptions!)

  • Photo ID and Social Security Card or other proof of the Social Security Number
  • Copy of last year’s tax returnVERY IMPORTANT! Don’t have? Click Here to get a transcript from the IRS before you have your interview appointment.
  • Birth dates and Social Security Cards for all members of household

Gather and organize your tax records. Organized tax records make preparing a complete and accurate tax return easier and avoid errors. Wait to file until you have your tax records including:

  • Forms W-2 from your employer(s)
  • Forms 1099 from banks, issuing agencies and other payers including unemployment compensation, interest, dividends, stock transactions, distributions from a pension, annuity, retirement plan, or other non-employee compensation
  • Form 1099-K, 1099-MISC, 1099-NEC, W-2 or other income statement if you worked in the gig economy
  • Year-end receipts or statements from charitable contributions, day care providers, mortgage companies, or property taxes
  • Use a bank account to speed tax refunds with direct deposit

Here is a Detailed Checklist to download regarding all Income, Deductions, Credits. Use it to make sure you first, have received everything, and second, you bring it with you.

Social Security Cards Must Look Similar to These
Social Security Cards Must Look Similar to These