[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304752-105":53,"doc-detail-304752-en":130},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":123,"head_meta":125,"extra_data":127,"updated_unix":129},105,"en","what-to-bring-handout-appointment-document-checklist","What to Bring Handout - Appointment Document Checklist","","Appointment document checklist for attendees, detailing who should attend and what supporting records to bring. Covers identification requirements for you and your spouse when filing jointly, and the relevant tax identity items such as Social Security cards, ITIN letters, and an IRS IP PIN for 2026. Lists required tax and income forms including prior-year returns, W-2, IRS/state notices, major 1099 variants, 1095-A and 1099-SA when applicable, plus other income categories. Includes direct deposit details and expense/deduction records for self-employment, childcare, energy-efficient home improvements, student loan and mortgage interest, retirement contributions, medical expenses, and charitable donations.",{"@graph":63,"@context":122},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/what-to-bring-handout-appointment-document-checklist/304752/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/what-to-bring-handout-appointment-document-checklist/304752.png","ImageObject",442,249,{"name":88,"@type":89},"Bulrr","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":9},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114,118],{"name":105,"@type":106,"acceptedAnswer":107},"If filing jointly and married, who must be present for the appointment?","Question",{"text":108,"@type":109},"Both spouses must be present. Dependents do not need to be present unless they are filing their own returns.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What identification documents should be brought?",{"text":113,"@type":109},"Bring photo identification (driver’s license, state ID, school ID, or military ID) for you and your spouse if filing jointly. Also bring Social Security cards or ITIN letters for you, your spouse, and all dependents, plus an IRS-issued Identity Protection PIN (IP PIN) for 2026.",{"name":115,"@type":106,"acceptedAnswer":116},"Which tax forms are commonly required?",{"text":117,"@type":109},"Bring last year’s tax return if recommended/required for the site, all W-2 forms, notices from IRS or state tax agencies, and any applicable 1095-A, 1099-SA, and 1099 forms (including 1099-INT, 1099-DIV, 1099-R, 1099-SSA, and others listed).",{"name":119,"@type":106,"acceptedAnswer":120},"What should be prepared for deductions and expenses (if applicable)?",{"text":121,"@type":109},"Bring business expense records for self-employment, overtime details or final paystub if included, interest and vehicle information for new vehicles purchased in 2025, childcare provider payments with provider details and tax ID, energy-efficient home improvement receipts for credits, and relevant forms such as 1098-E, mortgage interest (1098), 5498, and records of medical and charitable donations.","https://schema.org",{"og:url":78,"og:type":124,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":126,"canonical":78},"index,follow",{"doc_id":128,"site_id":56},304752,1790458777,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":88,"user_avatar":133,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":73,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":139,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":61,"update_tm":143,"read_time":4},5909892115043,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Please bring the following documents , if applicable .  \nOccasionally, you might need a document not on this list. If it says “tax,” bring it!  \nWho should attend the appointment  \n• If married, filing jointly: Both spouses must be present.  \n• Dependents do not need to be present unless they are filing their own returns.  \n\n| Identification\u003Cbr>☐ Photo identification (original): Driver’s license, state ID, school ID, or military ID for you and your spouse (if filing jointly) .\u003Cbr>☐ Social Security cards or ITIN letters for you, your spouse, and all dependents.\u003Cbr>☐ Identity Protection PIN (IP PIN) issued by the IRS for 2026. |  |  |\n| --- | --- | --- |\n| Tax Documents\u003Cbr>☐ Last year’s tax return (recommended for VITA sites; required for AARP tax sites) .☐ All W-2 forms from employers.\u003Cbr>☐ Notices from IRS or state tax agencies.\u003Cbr>☐ Form 1095-A (Health Insurance Marketplace statement) if applicable.\u003Cbr>☐ Form 1099-SA (distributions from an HSA) if applicable.\u003Cbr>☐ All 1099 forms, including but not limited to: |  |  |\n| o 1099-INT (interest income)\u003Cbr>o 1099-DIV (dividends)\u003Cbr>o 1099-R (retirement income)\u003Cbr>o 1099-SSA (Social Security benefits) | o 1099-MISC (miscellaneous income)\u003Cbr>o 1099-K (third-party payment processing income)\u003Cbr>o 1099-NEC (non-employee compensation)\u003Cbr>o 1099-G (unemployment income, state refund) |  |\n| Other Income\u003Cbr>☐ Self-employment / gig work income (including cash)\u003Cbr>☐ App-based work (DoorDash, Uber, Lyft) statements\u003Cbr>☐ Cash tips (not reflected on W-2)\u003Cbr>☐ Gambling winnings (W-2G if provided) |  | ☐ Form 1098-T (tuition statement), scholarships or fellowship grants used for living expenses\u003Cbr>☐ Foreign income\u003Cbr>☐ Other income not reported on a W-2 or 1099 |\n| Direct Deposit Information\u003Cbr>☐ Bank routing number and account number, or voided check (preferred) |  |  |\n| Expense and Deduction Information (if applicable)\u003Cbr>☐ If self-employed, listing of all business expenses (including car information and business miles driven)☐ Overtime paid, overtime hours worked and rate paid, or final paystub if information is included ☐ Interest paid and vehicle information for new vehicles purchased in 2025\u003Cbr>☐ Total paid to day care or child care provider, plus provider’s name, address, and tax ID number (EIN or SSN)\u003Cbr>☐ Energy-efficient home improvement receipts (if claiming credits)\u003Cbr>☐ Form 1098-E (Student Loan Interest Statement)☐ Mortgage interest (1098) and property tax statements ☐ Contributions to retirement accounts (Form 5498)☐ List of medical expenses if above $2,000 total ☐ Records of charitable donations |  |  |\n\nFor Prior-Year Returns  \n☐ Copies of all income documents or IRS transcripts and state transcripts, if applicable.","cbCaiukJ02radTGL","https://ap.wps.com/l/cbCaiukJ02radTGL","pdf",159690,"English","# Who should attend the appointment\n## Married filing jointly and dependents\n\n# Identification and identity protection\n# Tax documents and prior-year returns\n# Other income\n# Direct deposit information\n# Expense and deduction information\n# For prior-year returns","[{\"question\":\"If filing jointly and married, who must be present for the appointment?\",\"answer\":\"Both spouses must be present. Dependents do not need to be present unless they are filing their own returns.\"},{\"question\":\"What identification documents should be brought?\",\"answer\":\"Bring photo identification (driver’s license, state ID, school ID, or military ID) for you and your spouse if filing jointly. Also bring Social Security cards or ITIN letters for you, your spouse, and all dependents, plus an IRS-issued Identity Protection PIN (IP PIN) for 2026.\"},{\"question\":\"Which tax forms are commonly required?\",\"answer\":\"Bring last year’s tax return if recommended/required for the site, all W-2 forms, notices from IRS or state tax agencies, and any applicable 1095-A, 1099-SA, and 1099 forms (including 1099-INT, 1099-DIV, 1099-R, 1099-SSA, and others listed).\"},{\"question\":\"What should be prepared for deductions and expenses (if applicable)?\",\"answer\":\"Bring business expense records for self-employment, overtime details or final paystub if included, interest and vehicle information for new vehicles purchased in 2025, childcare provider payments with provider details and tax ID, energy-efficient home improvement receipts for credits, and relevant forms such as 1098-E, mortgage interest (1098), 5498, and records of medical and charitable donations.\"}]","What to Bring Handout - Appointment Document Checklist | PDF",1789816903]