Tax appointment checklist (take this to free tax help)
A printable from Money, Taxes and Credit Complete Guide. Fill it in by hand. Nothing you write is collected by this website.
Tax appointment checklist (take this to free tax help)
Bring:
- My ITIN letter, or my passport and other ID if I need to apply for an ITIN
- ITIN or Social Security numbers for my spouse and each child I will claim
- Birth dates for everyone on the return
- Forms W-2, 1099-NEC, 1099-K or other income papers
- My own record of cash pay
- If I work for myself: my record of income and business costs (supplies, gas, tools, phone)
- Any estimated tax payments I made, with dates
- Last year's tax return, if I have it
- Bank account and routing number for direct deposit
Ask:
- Do you file returns with an ITIN? Do you help with Form W-7?
- Is my ITIN still active, or do I need to renew it?
- Do I qualify for CalEITC, the Young Child Tax Credit or the Foster Youth Tax Credit?
- Can I still claim credits for earlier years?
- How should my cash pay be reported?
- Do I need to make estimated payments next year?
Do not write your immigration status on this sheet.
From Money, Taxes and Credit Complete Guide. Facts checked October 21, 2026. Free information, not legal or medical advice.