What Do You Need to Do Your Taxes

• Proof of identification (photo id);
• Social security cards for you, your spouse and dependents;
• An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security Number (SSN);
• Proof of foreign status, if applying for an ITIN;
• Birth dates for you, your spouse and dependents on the tax return;
• Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers;
• Interest and dividend statements from banks (Forms 1099);
• All forms 1095, Health Insurance Statements;
• Health Insurance Exemption Certificate, if received;
• A copy of last year's federal and state returns, if available;
• Proof of bank account routing and account numbers for direct deposit such as a blank check;
• To file taxes electronically on a married-filling-joint tax return, both spouses must be present to sign the required forms;
• Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security Number (SSN) or business Employer Identification Number (EIN);
• Forms 1095-A, B or C, Affordable Health Care Statements;
• Copies of income transcripts from IRS and state, if applicable.