Tax season document checklist for Southeast LA families and workers
A smoother tax appointment starts with the right forms, IDs, income records, and ITIN questions.
Key takeaways
Bring identity, income, dependent, and prior-year information.
Self-employed workers should organize income and expense records.
Ask about ITIN needs early if someone does not have a Social Security number.
The basic documents to gather first
Bring government ID, Social Security cards or ITIN letters, W-2s, 1099s, unemployment forms, health coverage documents if applicable, dependent information, and your prior-year tax return if you have it.
If you changed address, bank account, job, marital status, or dependents, make a note before the appointment. Small life changes can affect the questions your preparer needs to ask.
If you are self-employed, organize the year
Self-employed workers, gig workers, and small business owners should bring income records and expense categories. Do not arrive with only a total in your head if you can bring organized notes, receipts, mileage, or app reports.
A simple folder by month can make the appointment faster and reduce missed information.
- Income summaries from platforms, invoices, or bank records.
- Mileage, supplies, phone, tools, insurance, and other business expenses.
- Prior return and estimated tax payment records if available.
Ask ITIN questions before the rush
The IRS explains that an ITIN is for people who need a U.S. taxpayer identification number for federal tax purposes but are not eligible for a Social Security number. If someone in the household may need one, ask early.
ITIN questions can require extra documents and timing, so it is better to review them before the busiest filing weeks.
Common questions
Should I bring last year's tax return?
Yes, if you have it. It helps confirm prior information and can speed up the appointment.
Can I ask about ITIN renewal or application?
Yes. Ask early so the office can review what documents and timing may apply.
