Ready to start your return? Gather these first
Extended returns are due October 15, 2027. Having everything in one place before you start turns a weekend into an evening.
Reviewed October 30, 2026 against IRS.gov guidance. How we check facts.
Identity and last year’s return
Social Security numbers for everyone on the return, your 2025 return, and your IRS Identity Protection PIN if you have one.
Income documents
W-2s, 1099-NEC and 1099-K for self-employment, 1099-INT, 1099-DIV and 1099-B for investments, 1099-R for retirement, SSA-1099, and any K-1s.
Deductions and credits
Form 1098 for mortgage interest, property tax bills, charitable receipts, 1098-T for tuition, 1098-E for student loan interest, child care costs and HSA forms.
Payments already made
Records of 2026 estimated tax payments and any amount paid with your extension.
Bank details
Routing and account numbers for direct deposit of a refund or direct debit of a balance due.
Waiting on a corrected form? Don’t file early and amend later if you can avoid it. You have until October 15, 2027; file once you have final numbers.