Document checklist

Gather what applies to your return.

You may not need every item below. Keep your original records. Contact Faraja for instructions on how to send the documents needed for your return.

Everyone

Government-issued photo identification
Social Security or ITIN information for everyone on the return
Prior-year federal and state returns, if available
Current address, phone number, email, and direct-deposit information
IRS or state tax notices received

Income

W-2 forms
1099 forms for contract, gig, retirement, interest, dividends, or other income
Unemployment or Social Security statements
Digital-asset transaction records when applicable

Families and education

Dependent information and childcare records
Form 1098-T and education-expense records
Form 1095-A for Marketplace health coverage
Adoption or other credit-related records when applicable

Self-employed and small business

Income totals and 1099 forms
Business expense records and receipts
Mileage or vehicle-use records
Home-office information when applicable
Estimated tax payments

Next step

Ready to get started?