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Tax Documents Checklist

What do I need to file my taxes?

The documents you need for tax prep depend on your situation. To help you prepare for your tax appointment or for filing your own taxes, we’ve created a checklist to help you know what forms to bring.

For Self Employed Businesses and/or Independent Contractors.

Employee Forms

Employee Forms

Use W-4 form to determine employee’s federal income tax withholding.

This form requires Adobe PDF Reader. If you do not have it, you may download it here.

Use I-9 form to determine employee’s federal income tax withholding.

This form requires Adobe PDF Reader. If you do not have it, you may download it here.

Where's My Refund?

Check your Federal Refund

Information is updated once a day, overnight.

What you need

  • Your Social Security or individual taxpayer ID number (ITIN)

  • Your filing status

  • The exact refund amount on your return

Check your State Refund

Information is updated once a day, overnight.

Track My Refund

Tax Government Website

The official home of the Internal Revenue Service (IRS) is the official website of the U.S. Department of the Treasury.

To explore Virginia's electronic tax services and access tax tips and finance guides for taxpayers, visit the official website of the Virginia Department of Taxation.

For information on Maryland's electronic tax services, tax tips, and finance guides for taxpayers, visit the official website of the Comptroller of Maryland.

For information on Washington, D.C.'s electronic tax services, tax tips, and finance guides for taxpayers, visit the official website of the Office of Tax and Revenue.

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