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Proof
of identification (Drivers
License, Government issued Photo I.D.). |
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Social
Security Cards for you, your spouse and dependents and/or a
Social Security Number verification letter issued by the Social
Security Administration. If you or your dependent is not
eligible to get a Social Security Number, you may need to obtain
an Individual Taxpayer Identification Number (ITIN). We can help
you do this. |
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Birth
dates for you, your spouse and any dependents on the tax return. |
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Wage
and earning statement(s) Form W-2, W-2G, and 1099-R, from all
employers and payers. If you have not received your Forms W-2 from your
employer and want to know what to do, we can help. Call us. |
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Self-employed
business income and expenses - Forms 1099-MISC and 1099K. |
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Records
of job-related educational expenses and un-reimbursed employment
related expenses. |
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Interest
and dividend statements - Forms 1099-INT and 1099-DIV. |
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Social
Security, State Income Tax refund and Unemployment Compensation
statements - Forms SA-1099 and 1099-G. |
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Information
on Broker and Barter Exchange Transactions - Form 1099-B. |
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Records
of lottery or gambling winnings and losses. |
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Records
of rental income and expenses, IRA contributions, and alimony
paid or received. |
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Mortgage
Interest Statement - Form 1098 (including home equity loans);
and records of the purchase or sale of your residence. |
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Records
of real estate and personal property taxes paid. |
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Records
of state or local taxes paid (including sales tax*). |
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Records
of canceled debt amounts - Form 1099-C. |
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Records
of medical, eye care and dental expenses. |
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Receipts
for cash and non-cash charitable contributions. |
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Records
of tuition and education fees paid - Form 1098-T; and student
loan interest paid - Form 1098-E.* |
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Records
of educator expenses paid.* |
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Records
of moving expenses paid and any casualty or theft losses. |
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Total
amount paid for a day care provider and the day care provider's
tax identifying number - the provider's Social Security Number
or Employer Identification Number. |
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Records
of any qualified energy efficient home improvements paid.* |
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Health
Insurance Marketplace Statement - Form 1095-A.** |
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Health
Coverage Statements from your Insurer or Employer - Form
1095-B/1095-C. |
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Records
of federal and state estimated taxes and foreign taxes paid. |
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A copy
of last year’s federal and state tax returns, if available. |
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To
file taxes electronically on a married filing joint tax return,
both spouses must be present to sign the required forms. |
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* This
provision has expired, but it may be extended by Congress. Bring
just in case.
** If you purchased health insurance through a Federal or a
State Marketplace. |
