Tax Basics

Tax Document Checklist: What Do I Need to Bring to My Tax Appointment?

February 4, 2013 : Matthew Staub - Past Contributor

So you’ve made a tax preparation appointment with an H&R Block tax pro. But do you know exactly which documents you’ll need to bring to the office?

Getting organized for your appointment (or H&R Block at Home session) is often the most difficult step — and our handy checklist has everything you’ll need for your specific tax situation. Note that not all categories listed on this document will apply to you (you may not be in a federally-declared disaster area, for example), but it’s a good idea to read each item to make sure you’re not overlooking any documentation that may not be top-of-mind.

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Matthew Staub - Past Contributor

Matthew Staub - Past Contributor

H&R Block

Matt is a social media strategist and past blog contributor. He's a lover of cities, travel, mass transit, bicycles, food, and beer.

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