Please bring all documents that apply to you, your spouse, and your dependents. Missing identification, Social Security information, or tax documents may prevent us from completing your return.
✓ Valid government-issued photo ID for the taxpayer
✓ Valid government-issued photo ID for spouse, if filing jointly
✓ Social Security cards for you, your spouse, and all dependents
✓ ITIN documents for anyone on the return who has an ITIN
✓ W-2s from all employers
✓ 1099 forms received
✓ SSA-1099 for Social Security benefits
✓ Unemployment income documents
✓ Retirement/pension documents
✓ Other tax documents showing income
✓ Form 1095-A if you purchased health insurance through the Marketplace
✓ Form 1098-T and education information, if applicable
✓ Childcare provider name, address and Tax ID/SSN if claiming childcare expenses
✓ Any other tax forms you received
✓ Bring a copy of last year's federal tax return if available.
✓ Bank routing number
✓ Bank account number
✓ Checking or savings account information
Both spouses must participate in the return and sign the required documents.
Make sure both spouses have the required identification and tax information.
Review the official IRS VITA resources for additional information about services offered and documents you may need.