Tax season 2027

A helpful checklist for tax day.

Gather records that may apply to you, and bring questions for your tax preparer.

The exact documents needed depend on your filing situation. This general checklist is not a complete list or tax advice. Bring documents that apply to you and ask your tax preparer if you’re unsure.

Part 1

Identification and household details

Photo identification for you and your spouse, if filing jointly
Social Security or ITIN information for you, your spouse, and dependents
Dependent and childcare information, if applicable

Part 2

Income records

W-2 forms from employers
1099 forms and records of other income
Business or self-employment income and expense records, if applicable

Part 3

Potential deductions and credits

Education, mortgage, charitable, or medical records, if applicable
Childcare, dependent-care, or other relevant expense information
Any documents related to deductions or credits you plan to discuss

Part 4

Helpful account information

A copy of last year’s tax return, if available
Bank routing and account numbers if you want to discuss direct deposit

Have questions about what to bring?

Reach out to J & R Service LLC before your appointment.