Personal and household information
Household returns may involve income, dependents, retirement, deductions, education, childcare, health coverage details, or prior-year context.
- W-2s, 1099s, retirement income, and other income documents
- Driver license or government-issued ID information
- Dependent information
- Childcare, education, mortgage, property tax, charitable giving, and deduction records
If you also have business, farm, or notice questions
Personal returns can connect to side businesses, farm activity, rental or self-employment records, or tax notices. Keep those records grouped separately when possible.
- Business or self-employment income and expenses
- Farm or ranch records
- Prior-year return
- IRS or Oklahoma Tax Commission letters