First things first, you need your Personal Documents, which means you should have with you:
• Your photo ID
• The birth dates for you, your spouse, or any other dependents on the tax return
• Your Social Security cards for your spouse, or any other dependents on the tax return
• Your Social Security Number verification letters for your spouse, or any other dependents on the tax return
• Your bank account and routing number
• Your 2019 and 2020 tax return
The list is a little bit longer when it comes to the Income documents that you should bring along, and it depends on your current income situation such as:
Employment income:
• Completed W-2 forms for all the jobs you had last year
Self-employment income:
• 1099-NEC and/or 1099-K
• All the records of expenses that you have
• The records of estimated tax payments
• Receipts, financial statements, and so on
Retirement income:
• You have to fill in the SSA-1099 form for Social Security Benefits
• And the 1099-R for pension, IRA, or annuity income
Unemployment income:
• In case you’re unemployed, you should fill in the 1099-G form for unemployment benefits
Alternative sources of income:
• the 1099-R form if you receive disability income
• the 1099-G form for refund of state or local income taxes
• the 1098-T form if you receive scholarships or fellowships
• if you receive alimony
• statements for lottery or gambling winnings
• statement for any prizes you have received
• statements from banks regarding interests and dividends
• income from rental properties
• income coming from the sale of stocks, real estate, or bonds
