Step 1: Identity Verification (Required — upload both)

• Government‑issued ID (front & back)

• Social Security card or ITIN letter

Step 2: Income Documents (Only if you have them)

• W‑2

• 1099‑NEC / 1099‑MISC / 1099‑G

• 1099‑INT / 1099‑DIV

• 1099‑R or SSA‑1099

• 1099‑K (if applicable)

Step 3: Dependent Information (Only if claiming dependents)

• Social Security cards

• Birth certificates (first‑time claiming)

• Proof of residency (school, medical, lease, etc.)

Step 4: Deductions & Credits (Upload anything that applies)

• 1098‑T (tuition)

• 1098‑E (student loan interest)

• 1098 (mortgage interest)

• Childcare provider statement

• Donation receipts

• Medical or property tax documents

Step 5: Bank Information (For refund or payment)

Upload any one of the following:

• Voided check

• Bank letter with routing & account number

• Screenshot of online banking showing routing & account number

Step 6: Additional Documents (Optional but helpful)

• IRS or state notices

• Health insurance forms (1095‑A/B/C)

• Investment or crypto statements

• Home purchase/sale closing documents