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Document checklist & refund tracker

Gather what applies to you before your appointment, then come back here to watch your refund move.

Everyone brings this

  • Photo ID (driver's license or state ID)
  • Social Security or ITIN cards for you, your spouse, and every dependent
  • Last year's tax return, if you have it
  • Bank routing and account number for direct deposit
  • Current address, phone number, and email

Income documents

  • All W-2s from every job worked during the year
  • 1099-NEC or 1099-MISC for contract and side work
  • 1099-K from Cash App, PayPal, Venmo, Uber, DoorDash, etc.
  • 1099-INT, 1099-DIV, or 1099-B for interest, dividends, or stock sales
  • 1099-G for unemployment
  • SSA-1099 for Social Security benefits
  • 1099-R for retirement or pension distributions

Family and dependents

  • Birth dates for every dependent
  • Childcare provider name, address, and EIN with amounts paid
  • School records or medical records showing where the child lived
  • Custody or divorce agreement pages that cover who claims the child

Deductions and credits

  • 1098-T tuition statement and school account printout
  • 1098 mortgage interest statement and property tax bill
  • 1095-A if you had marketplace health coverage (required to file)
  • Student loan interest (1098-E)
  • Charitable donation receipts
  • Medical and dental expense totals
  • IRA or HSA contribution statements
  • IRS letters, including your IP PIN letter if one was issued

Self-employed and business owners

  • Total income by month or a year-end sales report
  • Expense totals by category (supplies, ads, software, fees, insurance)
  • Mileage log with dates, purpose, and miles
  • Home office square footage and total home square footage
  • Equipment or vehicle purchases with dates and amounts
  • Contractor payments and any 1099s you issued
  • EIN letter and business formation documents

Bookkeeping cleanup

  • Bank and credit card statements for all twelve months
  • Loan statements and payment schedules
  • Payroll reports if you have employees
  • Sales tax filings
  • Access to your accounting software, if you use one

Refund Tracker

Check where your money is

These are the official government tools. We never charge to check a refund status, and neither do they.

Federal refund — IRS Where's My Refund?

Updates once a day. Have your Social Security number, filing status, and exact refund amount ready. E-filed returns usually appear within 24 hours; paper returns take about four weeks.

Amended return — IRS Where's My Amended Return?

Use this for a 1040-X. Amended returns take up to 20 weeks to process.

IRS Online Account

See balances, notices, payment history, and your transcripts in one place.

State refund

Every state runs its own tracker. Pick your state's tax agency from this list to check your state refund.

Refund timing is controlled by the IRS and your state, not by us. Returns claiming the Earned Income Credit or Additional Child Tax Credit are held by law until mid-February. Questions about a delay? Call us and we will read the notice with you. See our terms.

Got your documents together?

Start your intake or book a time and we will take it from here.

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