Tax Document Checklist
A 40-point interactive checklist of everything a preparer may ask for, grouped by situation. Your progress saves in your browser.
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Identity, for everyone on the return
Income
Adjustments and retirement
If you may itemize
Family and education
Self-employed and small business
Life changes and notices
How this is calculated
Most of what makes an appointment run long is a missing document, not a hard question. Work through the sections that apply to you before you go, and take the ones you cannot find as a note: a preparer can often pull a wage and income transcript instead.
The IRS publishes what most filers need in its filing checklist, and missing income forms can usually be recovered from a wage and income transcript.