Documents Required for Tax Assistance
General Requirements
Additional Documents Required for Specific Circumstances
- Proof of identification (photo ID)
- Social Security cards for you, your spouse and dependents
- Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
- Interest and dividend statements from banks (Forms 1099)
- All Forms 1095 (A, B, C), Health Insurance Statements
- A copy of last year’s federal and state returns, if available
- Proof of bank account routing and account numbers for direct deposit such as a blank check
Additional Documents Required for Specific Circumstances
- Proof of foreign status, if applying for an ITIN
- An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
- Health Insurance Exemption Certificate, if received
- Copies of income transcripts from IRS and state, if applicable
