- Original photo identification for you and your spouse (if married filing jointly), such as a:
- Valid U.S driver’s license
- Employer ID
- School ID
- State ID (U.S.)
- Military ID
- National ID
- Visa
- Passport
- Social Security cards for you, your spouse and dependents
- Note: If you need to request a replacement card or update your Social Security record, go to Social Security number & card to find the best way to do this.
- An Individual Taxpayer Identification Number (ITIN) notice CP-01A, We assigned you an identity protection personal identification number (IP PIN) for you, your spouse and your dependents if you do not have a Social Security number (SSN)
- Proof of foreign status, if applying for an ITIN
- Birth dates for you, your spouse and dependents on the tax return
- Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-MISC) from all employers
- Social Security Benefit Statements (SSA-1099), if applicable
- Interest and dividend statements from banks (Forms 1099)
- A copy of last year’s federal and state returns, if available
- Proof of bank account routing and account numbers for direct deposit, such as a blank check
- Total paid for daycare provider and the daycare provider's tax identifying number, such as their SSN or business EIN
- Health Insurance Exemption Certificate, if received
- Forms 1095-A, Health Insurance Marketplace Statement
- Copies of income transcripts from IRS and state, if applicable
- To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
