See what tax documents you need to complete your return and create a personalized tax prep checklist with H&R Block so you don’t miss a thing when filing this year.

Before you begin to prepare your income tax return, go through the following checklist. Highlight the areas that apply to you, and make sure you have that information available.

Using a tax prep checklist can help reduce your tax-time stress. Here's a roundup of the documents and information you'll need to file your tax return this year.

Jul 22, 2025 · Gather documents you need to prepare and file your tax return.

Here is a complete list of everything you need to gather to prepare your tax return, whether you work with a W-2 or are self-employed. Passport or photo ID (driver's license). Social Security …

Jan 10, 2025 · If you need to apply for an Individual Tax Identification Number (ITIN) for yourself or a family member, you can find out what other documents you will need to apply here.

Our checklists are provided to help you collect the most common items that are generally required when you are filing tax returns or gathering up documentation to supply to your personal tax …

Dec 20, 2024 · Here’s a list of documents you need to help ensure you file taxes accurately. You can file for free at a VITA site or online at GetYourRefund, MyFreeTaxes, or Direct File …

Before starting your tax return, go through our tax preparation checklist and the required info to file your 1040 individual income tax return with ease.

The documents you need for tax prep depend on your situation. To help you prepare for your tax appointment or for filing your own taxes, we’ve created a checklist to help you know what …