Tools
What to bring
Tick what applies to you for the tax year you are filing and get the list of documents to bring. Nothing you tick leaves this page.
Last reviewed Oct 2026
What applies to you for the tax year you are filing?
Your list
6 documents on your list
Everyone brings
- Passport or ID showing your English name, plus SSN or ITIN and date of birth
- Marital status, and your spouse's and dependents' names, dates of birth and SSN / ITIN
- Your U.S. and overseas addresses, phone and email
- U.S. bank routing and account number for a refund or payment
- The last three years' federal and state returns, complete PDFs with every schedule
- Every IRS or state tax letter, notice, bill or audit letter
Not sure whether something applies? Bring it.
Every situation and its documents
- I am not a U.S. citizen or green card holder, or I am not sure of my tax residency · Read the guide
- Your visa type and I-94 record, and green card dates if you have or gave one up
- Entry and exit records for the tax year you are filing (I-94 travel history, passport stamp pages, tickets) and your days in the U.S. for each of the last three years
- I arrived in or left the U.S., or moved between states, in the tax year I am filing for
- Entry and exit records for the tax year you are filing (I-94 travel history, passport stamp pages, tickets) and your days in the U.S. for each of the last three years
- Days spent in each state, where you worked, and moving records: dates, leases, home sale or purchase
- I claim a tax treaty or had U.S. tax withheld as a nonresident
- Treaty country and the income it covers, with any W-8BEN or Form 8233 you gave
- Form 1042-S for income withheld at source as a nonresident
- Someone in my household (me, my spouse or a dependent) has no SSN · Read the guide
- If you need an ITIN or need to renew one: tell Kit, as Form W-7 may be needed
- Wages from a U.S. employer
- W-2 from every U.S. employer
- U.S. bank interest, dividends or stock sales
- 1099-INT and 1099-DIV from U.S. banks and brokers
- Broker year-end statements and 1099-B, with cost basis and RSU / ESPP records
- Self-employment, contract or platform income
- 1099-NEC, 1099-MISC and 1099-K for contract, platform, rent or commission income
- Business income and expense records: 1099s, mileage, home office, insurance, licenses
- A share of a partnership, S corporation, trust or estate
- Every Schedule K-1 (partnership, S corporation, trust or estate)
- U.S. rental property
- U.S. rental records: rent received, management, repairs, mortgage interest, property tax, insurance, HOA, depreciation
- A pension, Social Security, IRA or 401(k) distribution
- 1099-R and SSA-1099 for pensions, Social Security, IRA and 401(k) distributions
- Crypto or other digital assets
- Exchange statements and wallet records for every crypto buy, sale, swap, staking or airdrop
- Wages or a bonus earned abroad
- Overseas payslips and annual income certificate, with employer name and work location
- For every foreign amount: the original currency, the date, and where the exchange rate came from
- Foreign tax returns, assessments and withholding slips, and any prior Form 1116 carryover
- Business or consulting income abroad
- Overseas business or consulting income: contracts, invoices, bank statements, expenses, local tax return
- For every foreign amount: the original currency, the date, and where the exchange rate came from
- Foreign tax returns, assessments and withholding slips, and any prior Form 1116 carryover
- Interest, dividends or investment sales abroad
- Overseas bank interest, dividends and investment sales: annual statements with dates, cost and currency
- For every foreign amount: the original currency, the date, and where the exchange rate came from
- Foreign tax returns, assessments and withholding slips, and any prior Form 1116 carryover
- Property abroad that I rent out or sold
- Overseas property: leases and rent, or purchase and sale contracts, improvements and local tax
- For every foreign amount: the original currency, the date, and where the exchange rate came from
- Foreign tax returns, assessments and withholding slips, and any prior Form 1116 carryover
- An overseas pension or retirement account
- Overseas pension statements: contributions, distributions and employer payments
- For every foreign amount: the original currency, the date, and where the exchange rate came from
- Bank, brokerage or other financial accounts outside the U.S. · Read the guide
- For each overseas account: institution name and address, account number and type, owners, and the year's highest balance with its date
- For every foreign amount: the original currency, the date, and where the exchange rate came from
- Money received from someone abroad: a gift, inheritance or loan
- For money received from abroad: date, amount and currency, sender, relationship, and any gift letter, will or loan agreement
- Proof of where the money came from, and the U.S. account statements it went into
- A foreign trust I set up, benefit from or received money from
- Trust deed, trustee statements and records of any distribution, loan or use of trust property
- Loans, sales, fees or rent between you and an overseas company, partnership or trust
- A share of a company or partnership outside the U.S. · Read the guide
- For each overseas company or partnership: registration details, your ownership and role, financial statements, local tax filings
- Loans, sales, fees or rent between you and an overseas company, partnership or trust
- Foreign mutual funds, ETFs or investment-type insurance
- For each foreign fund or ETF: name and ISIN, platform, purchase date and cost, distributions, sales, and any prior Form 8621
- Overseas life insurance with cash value: the policy and its annual statements
Let’s start with a conversation
Want Kit to look at your own situation?
The first meeting to start a service is free. If you have last year's return, bring it: most people leave knowing what they need and what it will cost.