01/08/2026
The IRS will begin accepting and processing 2025 individual tax returns on Monday, January 26, 2026.
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Thing to bring to your appointment.
Identification: A government-issued photo ID, such as your driver's license.
Social Security/Tax ID: Social Security cards or Taxpayer Identification Number (ITIN) letters for yourself, your spouse, and all dependents.
Prior-Year Return: A copy of the previous year's tax return, especially if you are a new client.
Bank Information: Your bank account and routing numbers if you want to receive your refund via direct deposit or pay taxes owed electronically.
(IRS WILL NO LONGER BE SENDING PAPER CHECKS)
Wages: Forms W-2 from each employer you worked for.
Interest and Dividends: Forms 1099-INT, 1099-DIV, and 1099-OID from banks or investment accounts.
Other Income: Various 1099 forms for other income streams, such as:
1099-G for unemployment income or state tax refunds.
1099-MISC or 1099-NEC for self-employment or independent contractor income.
1099-R or SSA-1099 for retirement plan distributions or Social Security benefits.
1099-B for proceeds from broker transactions (sale of stocks/bonds).
Business Income: Profit and loss statements and balance sheets if you are a small business owner or freelancer.
Education Expenses: Forms 1098-T (Tuition Statement) and 1098-E (Student Loan Interest Statement).
Homeownership: Form 1098 (Mortgage Interest Statement), property tax bills, and home insurance information.
Medical Expenses: Receipts and records of out-of-pocket medical bills, insurance premiums, and other health-related expenses.
Charitable Contributions: Receipts or acknowledgment letters for cash and non-cash donations to qualifying organizations.
Retirement Contributions: Records of contributions made to a traditional or Roth IRA, not through an employer.
Dependent Care: The name, address, and EIN or SSN of your daycare provider if you paid for childcare.
Estimated Tax Payments: Records (e.g., check copies, payment confirmations) of any estimated tax payments you made directly to the IRS or state throughout the year.
Major Life Changes: Inform your preparer of any major life events during the tax year, such as marriage, divorce, a birth or death in the family, or buying/selling a home or business.
Business Assets/Vehicles: Details, including purchase price and date placed in service, for any major assets (computers, equipment, vehicles) bought or sold for business use.
Health Coverage: Forms 1095-A, B, or C as proof of your health insurance coverage.