What to bring to your appointment?
Proof of identification – Picture ID
Social Security Cards for you, your spouse and dependents or a Social Security Number verification letter issued by the Social Security Administration or
Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents
Proof of foreign status, if applying for an ITIN
Birth dates for you, your spouse and dependents on the tax return
Wage and earning statement(s) Form W-2, W-2G, 1099-R, 1099-Misc from all employers
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 numbers and account numbers for Direct Deposit, such as a blank check
Total paid for daycare provider and the daycare provider's tax EIN or Social Security Number if appropriate
To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.
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