Gathering your documents before you start will make the filing process smoother. Here is the standard list required for VITA/TCE sites and self-filers:
Personal Information
- Photo Identification: Valid driver’s license or photo ID for you and your spouse.
- Taxpayer Identification Numbers: Social Security cards or ITIN letters for everyone on the tax return (you, your spouse, and all dependents).
- Bank Information: Routing and account numbers for direct deposit of your refund.
Income Documentation
- W-2 Forms: Wage and Tax Statements from all employers.
- 1099 Forms: These report other types of income, such as:
- 1099-INT/DIV: Interest and dividends.
- 1099-NEC/MISC: Self-employment or miscellaneous income.
- 1099-R: Distributions from pensions, annuities, or retirement plans.
- 1099-G: Unemployment compensation or state tax refunds.
- SSA-1099: Social Security benefits.
Health Care & Expenses
- Form 1095-A: Required if you had coverage through the Health Insurance Marketplace.
- Form 1098: Mortgage interest statements.
- Child Care Records: Total paid to day care providers and the provider’s tax ID number.
IRS Resource: Gather Your Documents
