Tax Prep: What to Bring

Tax Prep: What to Bring

  • Your valid driver’s license or other photo ID card.
  • Social Security cards or a Social Security number (SSN) verification letter for all persons listed on the return.
  • Birth dates for all persons listed on return.
  • A copy of last year’s federal & state return if you have it.
  • 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 self-employed or your own or run a business, bring records of all your income.
  • All records of expenses, such as tuition, mortgage interest, or real estate taxes. If self-employed or you own or run a business, bring records of all your expenses.
  • Bank routing numbers and account numbers to direct deposit any refund.
  • Dependent child care information: name and address of who you paid and either the caretaker’s SSN or other tax identification number.
  • Both spouses to sign forms to e-file your joint tax return.

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