Bring the following to make sure your return is prepared and filed correctly:

• Valid driver's license or photo identification for both you and your spouse (if married).

​

• Social Security cards, a Social Security number verification letter, or other U.S. government document verification for all persons you may list on the return.

​

• Birth Certificates for all dependents listed on return. 

​

• Copies of last year's state and federal tax returns, if you have them.

​

• All income statements: Forms W-2 and 1099, Social Security, unemployment and other statements, such as pensions, stocks, interest and any documents showing taxes withheld. If you own or run a business or farm, collect records of all your income.

​

• All records of expenses, such as tuition, mortgage interest, or real estate taxes. If you own or run a business or farm, collect records of all your expenses.

​​

• Bank routing numbers and account numbers to direct deposit any refund.

​

• Dependent child care information: name and address of paid caretakers and either their Social Security number or other tax identification number.

​​

• If you purchased coverage through the Health Insurance Marketplace, Form 1095-A. Employer provided Health Insurance, Form 1095-C. If health insurance was not affordable,  you will need to provide the marketplace exemption code letter or employer statement on the cost of health insurance.