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Tax Document Checklist 2024

Check off the documents you have before your appointment. Covers income forms, deductions, dependents, investments, and small business records.

0 of 37 items0% ready

Social Security numbers for you, spouse, and dependents
Date of birth for all household members
Prior-year tax return (if available)
Bank routing and account number for direct deposit
Government-issued photo ID

W-2 form(s) from all employers
W-2G for gambling winnings (if any)

Gather what you can — we can discuss anything that's missing during your appointment.

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