Personal documents

Bring all documents below.

• Photo ID for you and your spouse
• Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number (ITIN) assignment letters for you, your spouse, and any dependents
• Birthdates for you, your spouse, and any dependents
• Bank account and routing number or a voided check for direct deposit of your refund
• Health Market Place form 1095-A (ACA or Obamacare)

Supporting Documents to Prove the Child Tax Credit (CTC) and Credit for Other Dependents (ODC)

• Birth certificate for dependent
• Document proving the dependent was present in the U.S. during the tax year and lived at your residence
• Examples: Rental property lease, records for school or child care enrollment and attendance, government benefits or assistance, legal or financial matters, medical care or health insurance, or other similar documents showing your address and the address of the dependent.
  Note: If the dependent wasn’t a U.S. citizen, national or resident during the tax year, you can’t claim the CTC or the ODC for the dependent.
• Relationship to dependent. For an adopted dependent, send an adoption decree or proof the child was lawfully placed with you or someone related to you for legal adoption. For a foster child, send proof of authorized placement.

Income

Bring all documents that apply.

Employment Income

• W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st)

Self-Employment Income

• 1099-NEC
• 1099-K (Revenue/credit cards such as PayPal, Square, etc.)
• Records of income not reported on 1099 forms
• Records of expenses including receipts, credit statements, etc.
• Record of estimated tax payments

Retirement Income

• SSA-1099 form for Social Security benefits
• 1099-R for pension/IRA/annuity income

Unemployment Income

• 1099-G for unemployment benefits

Other sources of income

• 1099-G for refund of state/local income taxes
• 1098-T for scholarships/fellowships
• 1099-R for disability income
• 1099-B or 1099-S for income or loss from the sale of stocks, bonds, or real estate
• Income or loss from rental property
• Alimony received
• Statements for prizes or lottery/gambling winnings
• Interest and dividend statements from banks
• Records for any other income



Expenses

You may be able to claim tax deductions for some of the expenses you have. These deductions reduce the income you are taxed on. Bring documentation for all of the following expenses you have.

• Retirement contributions, including a 401(k) or IRA
• State and local taxes you’ve paid
• Mortgage statements and property tax bills if you are a homeowner
• College tuition (1098-T) and student loan statements (Form 1098-E)
• Childcare expenses, including payment records or receipts and provider’s name, address, and federal tax ID number (either their Social Security Number or Employment Identification Number)
• Receipts for charitable donations
• Medical and dental bills
• Records for supplies used as an educator