TAX PREP CHECKLIST

You will need the following to complete your taxes

• Your email address and password
• Photo ID for you and your spouse
• Social Security Cards for you, your spouse, and dependents
• Health insurance statements (1095-A, B and C or exemptions)
• Birth dates for you, your spouse, and dependents
• Form W-2, W-2G, and/or 1099-R from all employers
• Interest and dividend statements from banks (Forms 1099)
• A copy of last year’s federal and state returns, if available (Your PIN and AGI)
• Bank routing; savings & checking numbers (for use with form 8888) for Direct Deposit
• Childcare Provider’s Name, address and Tax ID number
• Tuition Statements
• IRS letter s 6475 & 6419