- Proof of identification (photo ID) for each adult on tax return
- Social Security cards for you, your spouse AND dependents. If anyone does not have a Social Security Number, you can bring the Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and your dependents.
- Birth dates for you, your spouse AND dependents on the tax return
- W-2s from all jobs held
- All 1099s, 1098s and any other tax forms
- List of calculated self-employment expenses, if any
- Interest and dividend statements from banks (Forms 1099)
- Your household’s health coverage information (Health Coverage Statements: Forms 1095-A, B or C)
- Child care provider information, if any (total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number)
- Last year’s tax return, if you have it
- Savings AND checking account numbers, as well as routing number for direct deposit of refund
To file taxes electronically on a married-filing-joint tax return, BOTH spouses must be present to sign the required forms.
SPEED THINGS UP: FILL OUT AND BRING THIS INTAKE SHEET
When you arrive at any of the tax sites, you will be asked to fill out a detailed Intake Sheet (IRS Form 13614c). You can speed things up by filling this out at home (first, second, and third pages), printing, and bringing it with you! It only takes 5 minutes to fill out!
NEXT STEP: FIND A TAX SITE
Once you have gathered all your documents, you final step is to find a tax site!