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What to bring for your tax appointment

A practical, printable checklist to help organize records and questions for your tax appointment.

An envelope of records, a ruled return with a copper band and a small calendar. — Illustration

Gather the records that apply to your situation, keep missing items on a separate list, and bring the questions you want answered. You do not need every category on this page.

Identity and householdGather the identification and household details requested by the office, including information about changes during the year.Prior returns and changesKeep copies of prior federal and state returns, amendments, and any later correspondence together.Income statementsCollect the wage, interest, dividend, retirement and other income statements that apply to you. Track any statement you are still waiting for.Business or rental recordsIf applicable, organize income, expenses, asset purchases and other business or rental records by period.Deductions and creditsGather supporting records for potential deductions and credits relevant to your situation. Include your questions about unfamiliar documents.Notices and paymentsInclude tax notices and records of estimated payments. Note any response date printed on a notice.Missing items and questionsMake a separate list of missing documents and the questions you want to discuss. Ask the office how to deliver private records.

Ask the office for its current document delivery instructions before sending sensitive records.

View the IRS preparation checklist. For more organization tips, read how to organize records for your tax appointment.

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What to bring for your tax appointment

Bring your questions. Let's talk them through.

Bring your questions.
Let's talk them through.