Checklist
What to bring to your tax appointment
A starting list. Tick what you already have, then print it or keep this page open. Nothing you tick leaves this device.
0 of 23 ready
About you and your family
For everyone on the return.
Income
Every form you received for the year.
Deductions and credits
These can lower your tax.
Payments and letters
So nothing gets counted twice or missed.
Your situation may call for more, so ask when you call. Not sure whether a form applies to you? Bring it anyway. See also the usual tax dates.