- Proof of Identification (Photo ID)
- SSN or ITIN for yourself and any spouses or dependents
- All W-2s, 1098-Ts, 1099s (1099-MISC, 1099-INT, etc.), and Unemployment or Social Security Benefits
- Bank accounting and routing information if you'd like to do direct deposit/withdrawal
- Copy of last year's return
- If you are filing a joint return, both spouses must be present to sign the tax forms
Additional Information:
- If you are renting, the contact information for your landlord
- If you pay for child dependent care, EIN or SSN of care provider you are paying
- Total education expenses (books, laptops, etc.)
- If you are an independent contractor, total business expenses