Tax Payers Checklist

What you will need to bring to your appointment

• 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
• 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)
• 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-filing-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 or business Employer Identification Number
• Forms 1095-A, B and C, Health Coverage Statements
• Copies of income transcripts from IRS and state, if applicable