Tax appointment

What to bring

Bring what applies to you. If you're not sure about something, bring it anyway or give us a call at (256) 555-0109.

• Photo ID
• Social Security cards or ITIN letters for everyone on the return
• All W-2s and 1099s (1099-NEC, -K, -INT, -DIV, -R, -G and SSA-1099)
• Last year's tax return
• Form 1095-A if you had Marketplace health coverage
• Form 1098 mortgage interest and property tax records
• Form 1098-T and education expenses
• Child care provider's name, address and tax ID
• Records of estimated tax payments
• Business income and expense records if you're self-employed
• Bank routing and account number for direct deposit
• Your IRS Identity Protection PIN, if you have one