Tax Help
What You Will Need To Have Your Taxes Prepared
Items taxpayers need to bring to have their tax returns prepared:
• 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
• Day care providers Identifying number
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.
Note: 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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