Valid Driver's License or State Issued Identification
Social security cards for yourself and dependents
Birth certificates or legal documents to show proof of relationship for all dependents
Utility Bill or Lease Agreement if filing Head of Household
School, Medical or Social records with your dependents name and address that will be listed on the tax return.
All W-2, 1099 and/or official documents
Routing and Account number for Direct Deposit
If you are Self-Employed please have your EIN or State letter
Copies of last year's federal and state returns if possible
All income statements: Forms W-2 and 1099, Social Security, unemployment and other statements, such as pensions, stocks, interest and any documents showing taxes withheld. If you own or run a business or farm, collect records of all your income.
All records of expenses, such as tuition, mortgage interest, or real estate taxes. If you own or run a business or farm, collect records of all your expenses.
All information reporting forms such as the 1095-A, 1095-B or 1095-C.
Bank routing numbers and account numbers to direct deposit any refund.
Dependent child care information: name and address of paid caretakers and either their Social Security number or other tax identification number.
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