Preserve Tax Center
What do you need for tax season?
Gather the paperwork that fits your year, check a refund, or find help with a notice. Start wherever you are in the filing process.
Your filing checklist.
Choose what happened during your tax year. Each selection adds records to the list you can print or save as a PDF.
What applied to you?
Documents to gather
- Photo identification and tax identification details for everyone on the return.
- Your most recent filed return, if available.
- Any IRS-issued identity protection PINs for this filing year.
- W-2s from each employer and any 1099-R or SSA-1099 statements.
- Income summaries, 1099s, and records of payments received directly.
- Business expense totals with receipts, mileage logs if applicable, and estimated tax payments.
- Dependent identification details and applicable childcare provider statements.
- Brokerage tax statements, sale confirmations and cost-basis records if available.
- Mortgage interest and property tax statements.
- For rentals, gather rental income and expense records for each property.
- Tuition statements, eligible expense records, and student loan interest statements.
- Form 1095-A for each applicable Marketplace policy.
- Records of other income and a complete copy of any tax notice you want to discuss.
Go straight to the IRS.
Choose the task you need. Each link opens the official IRS website.
Track a federal refund Check the status of a filed individual return.Get a tax transcript Find records from an earlier tax year.Review your withholding Estimate how much federal income tax is being withheld.View your IRS account Review balances, tax records and recent payments.Make a tax payment Find federal payment options and payment plans.Understand an IRS notice Look up the notice number and review the next steps.Get an Identity Protection PIN Visit the IRS to request or retrieve an IP PIN.Check an amended return Find the IRS tracker for an amended individual return.