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What will I need to file my taxes?

Answer
  • Photo ID for taxpayer and spouse (if applicable)

  • Social Security cards or ITIN letter for taxpayer, spouse, and all dependents
  • Identity Theft Protection Pin (if provided by the IRS)
  • Proof of income (W2, 1099-MISC, 1099R, SSA-1099, etc.)
  • Information for credits & deductions (mortgage, tuition, investments, interest, etc.)
  • Small business documents and expenses (if applicable)
  • Tax ID number or Social Security number of daycare provider and amount paid (if applicable)
  • Personal check with account/routing numbers for direct deposit of refund
  • Copy of your previous tax return