Tax Document Checklist

Printable Tax Checklist

For tax appointments, you need to bring the following:

  1. Your social security card and social security cards for your spouse and children.  (If you have an Individual Taxpayer Identification Number (ITIN), please bring a copy of the ITIN Notice.)
  2. Forms such as a W-2, 1099, 1042-S or other statements or information reporting income including scholarships, grants, fellowships.
  3. All 1099 forms showing interest, dividends, capital gains. (Please note: If you had significant investment activity in 2018, you may be referred to a private preparer.)
  4. If you have a 1098-T form showing tuition paid and scholarships or grants received please bring it with you.
  5. Information showing total amounts paid for course-related books, supplies and equipment in 2018. Please calculate total amounts of expenses prior to your appointment.
  6. Copies of your federal and state income tax returns from last year.
  7. Your checkbook in order to verify your routing number and bank account number for direct deposit of refunds.
  8. If you plan to itemize deductions, statements showing your medical expenses, home mortgage interest, gifts to charity, real estate and personal property tax, etc.
  9. Your KU identification card.
  10. If you are an international student or scholar, please bring your passport and your I-20 or DS-2019.
  11. For tax appointments: A completed copy of the Intake and Interview Sheet. You must print and complete this form before your tax appointment:

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