Gather what applies to you, then upload your documents. Clear phone photos are fine.
Everyone
- Government-issued photo ID for you (and your spouse, if filing jointly)
- Social Security cards (or ITIN letters) for everyone on the return
- Last year’s tax return, if you’re a new client
- Bank routing and account number for direct deposit of your refund (share these only through the upload form)
Income
- W-2s from every employer
- 1099-NEC, 1099-K and 1099-MISC forms for self-employment and gig work
- 1099-INT, 1099-DIV and 1099-B forms for interest, dividends and investment sales
- 1099-R for retirement distributions and SSA-1099 for Social Security benefits
- 1099-G for unemployment or state tax refunds
- Records of business income and expenses if you’re self-employed
Deductions and credits
- Form 1098 for mortgage interest and property tax statements
- Form 1098-T for college tuition and 1098-E for student loan interest
- Child care costs, with the provider’s name, address and tax ID
- Charitable donation receipts
- Form 1095-A if you bought health insurance through the Marketplace
- Records of estimated tax payments you made during the year
- Minnesota renters: your Certificate of Rent Paid (CRP)
IRS or state letters
- Any notices or letters you received from the IRS or your state
Not sure if something applies? Upload it anyway, or call or text 651-497-7605.
