What to bring to your tax appointment

About you

• Photo ID for you (and your spouse if filing jointly)
• Social Security cards or tax ID numbers for everyone on the return
• Dates of birth for everyone on the return
• Last year's tax return
• Bank account and routing number for direct deposit
• Any letters from the IRS or New York State

Income

• W-2s from every job
• 1099-NEC, 1099-K and 1099-MISC (apps, freelance, side work)
• 1099-G (unemployment, state refund)
• 1099-R and SSA-1099 (retirement, Social Security)
• 1099-INT and 1099-DIV (bank interest, dividends)
• 1099-B (stock or crypto sales)
• Rental income and expenses

Family & credits

• Childcare provider name, address, tax ID and amount paid
• Form 1098-T for college tuition, and receipts for books
• Form 1095-A if you had Marketplace health insurance
• Rent paid in New York (for possible state credits)
• Student loan interest (Form 1098-E)

Self-employed & gig workers

• Total income from each app or client
• Mileage log or app trip summaries
• Phone, supplies, equipment and other work expenses
• Estimated tax payments you made this year

New deductions (2025–2028)

• Tip records and pay stubs showing tips
• Pay stubs or W-2 showing overtime pay
• New car loan statement showing interest paid, and the car's VIN