Documents to gather before your tax appointment
Work By National Tax Block · Nov 5, 2026
Walking into your appointment with the right paperwork is the single biggest thing you can do to make tax prep fast and accurate. Here is a practical checklist.
Identity
- Photo ID for you (and your spouse, if filing jointly)
- Social Security or ITIN numbers for everyone on the return
Income
- W-2s from employers
- 1099s (freelance, interest, dividends, retirement)
- Records of other income
Deductions & credits
- Mortgage interest and property tax statements
- Childcare, education and medical records
- Charitable giving receipts
Upload these to your dashboard before your appointment and your pro can hit the ground running.
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