Gathering all your tax documents ensures an accurate return and fast refund.

It is required that you bring all the following tax-related documents to your tax appointment:

• All taxpayers must be present with photo identification.

• Original Social Security cards or Individual Tax Identification Number (ITIN) letters for all the people you list on your tax return.

• Copies of last year’s federal and state tax returns.

• Birthdates for all the people you list on your return.

• All income statements, such as Forms W-2 and 1099, Social Security and unemployment compensation, as well as other statements such as pensions, stocks, interest and any documents showing taxes withheld.

• If you are self-employed or make cash, collect records of all your income and expenses.

• Forms 1098 for college tuition, student loan interest, mortgage interest, or real estate taxes.

• Form 1095-A Health Insurance Marketplace Statement if you purchased insurance coverage through Covered California.

• Identity Protection PIN provided by the IRS. 

• Bank routing numbers and account numbers to direct deposit any refund.