• Must bring photo identification
• Social Security cards for the taxpayer, their spouse and
dependents, if applicable
• Birth dates for primary, secondary and dependents on the tax
return
• Current year’s tax package if they received one
• Wage and earning statement(s) Form W-2, W-2G, 1099-R, from
all employers
• Interest and dividend statements from banks (Forms 1099)
• A copy of last year’s Federal and State returns if available
• Bank routing numbers and account numbers for direct deposit
• Other relevant information about income and expenses
• Total amount paid for day care or education and student loans
If you lost or do not have all of these items, you can still get your taxes prepared. Call the IRS helpline at 1-800-829-1040 to find out what you
need to do and how to obtain replacement documents.
