TAX PREP CHECKLIST

You will need the following to complete your taxes

• Savings Account information including routing and account numbers for direct deposit of refund

• Identification (driver’s license, photo ID, passport)

• Social Security cards or ITINs.   If receiving Social Security, Form SSA-1099 can be used as a substitute for the card.

• If Married Filing Jointly:  Both spouses must be present with photo IDs and Social Security cards or ITIN (individual taxpayer identification number)

• If claiming dependents, Social Security cards or ITINs for everyone claimed.

• Birthdates for you, your spouse, and dependents on the return

• Wage and earnings documents (W-2, W-2G, 1099-NEC, 1099-R, SSA-1099, etc.)

• Interest and Dividend Statements (1099-Int, 1099-Div)

• Form 1095-A if covered by Marketplace Health Insurance.  If you have marketplace insurance, and do not provide the Form 1095-A, the IRS will reject the return.

• Total paid for daycare and the provider’s tax identifying number

• For personal businesses (example Uber or Lyft drivers):  bring documents to substantiate deductions, such as fees paid, business miles driven, etc.

• Any other tax form such as an IRS identify protection PIN number

• Last year’s tax return, if possible