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Information needed to complete an accurate tax return:
- Proof of identification (Driver’s License, Government issued Photo I.D.)
- Social Security Card(s) for you, your spouse and dependents or a Social Security Number verification letter issued by the Social Security Administration. Please call 1-800-772-1213, if you are unable to obtain
- Birthdates for you, your spouse and dependents on the tax return
- Wage and Earning Statement(s); Form W-2, W-2G and 1099-R from all employers and payers
- Records of daycare provider and the daycare provider tax identifying number
- Health Insurance Marketplace Statement – Form 1095-A
- Mortgage interest statement – Form 1098.
- Interest & Dividend Statements – Form 1099-INT & 1099-DIV
- Tuition and education fees paid – Form 1098-T
- Student loan interest paid – Form 1098-E
- Records of lottery or gambling winnings and losses
- Records of real estate and personal property taxes paid
- Records of canceled debt amount – Form 1099-C
- Records of medical, eye care and dental expenses
- Receipts for cash and non-cash charitable contributions
- Self-employed business income and expenses and Form 1099-NEC
- Rental income and expense’s records
- Information on Broker and Barter Exchange Transactions – Form 1099-B
- A copy of last year’s federal and state tax returns, if available
- To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms