What documents do I need to file my taxes?

Gather these before your first session or before you start filing. Most come from your employer, financial institution, or a government agency.

Everyone:

• Personal info: name, SSN, date of birth, marital status, and the same for any dependents
• Bank routing and account number (a voided check works) for your refund or payment
• Your 2025 tax return as a starting point

Income: W-2s, and any 1099s you received (1099-INT/DIV/B for investments, 1099-NEC or 1099-K for side income, 1099-G, 1099-R, K-1s, etc.)

If they apply to you:

• Credits (only if you'll claim them): childcare, education (1098-T), adoption, or EV credits
• Adjustments: 1098-E for student loan interest
• Itemizing? Most filers don't — the standard deduction is $15,750 (single) and $31,500 (married filing jointly). If you do itemize: 1098 mortgage interest, property and state/local taxes, charitable donations, medical/dental records
• Taxes already paid: records of estimated payments or a prior-year refund applied to this year

Want the full checklist? Reach out to support and we can help!