Not everything on this check list applies to everyone, and many wage or account statements do not arrive until February. But start gathering your documents.
Proof of identification (driver’s license, state photo ID or other government-issued identification that includes a photo)
Social Security numbers and cards for you, your spouse and dependents
Note: If you need to request a replacement card or update your Social Security record, go here find the best way to do this.
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. Find instructions here.
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
Social Security Benefits statements (1099), if applicable
Interest and dividend statements from banks (Forms 1099)
Health Insurance Exemption Certificate, if received
Proof of bank account routing and account numbers for direct deposit, such as a blank check
If applicable, total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number (EIN)
Forms 1095-A, B and C, Health Coverage Statements
A copy of last year’s federal and state returns, if available
If you are self-employed, bring records of your income and expenses, and summaries of income and expenses.
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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