Getting Ready for the 2027 Tax Filing Season: What to Gather Now

Start with your records

The 2027 filing season generally covers income and eligible deductions from tax year 2026. Gather your records early, but wait for final tax documents before submitting a return.

Income documents

Collect Forms W-2, 1099-NEC, 1099-K, 1099-INT, 1099-R and any other applicable income statements. Review documents for accuracy and follow up on missing or corrected forms.

Dependents and credits

Keep Social Security numbers or ITINs, childcare provider information, education statements, and records showing residency or support when needed. Eligibility depends on the specific credit and filing circumstances.

Other important items

Have your photo identification, bank details for direct deposit, IRS Identity Protection PIN if issued, and Form 1095-A if you had Marketplace coverage.

Ready to begin?

Use the ToMar Solutions secure client portal to begin your intake: https://portal.tmsolutionsllc.net . Starting intake does not replace providing complete and accurate tax documents.