• Home
  • MyFreeTaxes.com
  • What to Bring
  • Earned Income Tax Credit
  • Find a Location Near You
  • Want to Volunteer?
  • Other Ways You Can Help!
  • Contact Us
Menu
Picture
Documents Required for Tax Assistance

​General Requirements
  • 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
requireddocs.pdf
File Size: 32 kb
File Type: pdf
Download File

Copyright © 2020
  • Home
  • MyFreeTaxes.com
  • What to Bring
  • Earned Income Tax Credit
  • Find a Location Near You
  • Want to Volunteer?
  • Other Ways You Can Help!
  • Contact Us