Resources: ChecklistsTax Preparation Checklist The most commonly-used documents you’ll need to successfully complete your taxes. Updated 01/11/2024 Share: Download the Tax Preparation Checklist These are the most commonly-used resources you’ll need to successfully complete your taxes with any filing method. Social Security/ITIN Numbers and Birthdates for taxpayer, spouse, and dependents. (Note: In-Person VITA and GetYourRefund require you to provide physical cards) *If you do not have a Social Security Number, an Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents. If you need to apply for an Individual Tax Identification Number (ITIN) for yourself or a family member, you can find out what other documents you will need to apply here. Income Documents for Taxpayer and Spouse (Forms W-2, 1099, Self-Employment Income, etc.) Any other tax forms you received 1095-A if you are insured by received credit from a Marketplace Health Plan Bank Information for Direct Deposit – Account and Routing Number (can be found on a check). Form 1098-T if tuition was paid to an educational institution, or if a scholarship was received. Last year’s tax return (if you have it) If self-employed: Business expenses and mileage. Access to cell phone, computer, and printer (If Self-Filing or using GetYourRefund). Government Issued ID for Taxpayer and Spouse. For VITA – Printed and Completed Intake Form 13614 (If possible).To maximize your refund we recommend collecting these - they may help you claim Credits and Deductions on your return: All qualified college education expenses (books, course materials, etc.) Childcare expenses: name, address, Tax ID or Social Security Number of your child care provider. Retirement/IRA: Amount contributed to an IRA (Individual Retirement Account) that is not deducted from your wages with your current employer. Educator expenses for teachers K-12 (school supplies and materials used in the classroom). Charitable donations: list of contributions and amounts, receipts for contributions over $250. DMV registration bill Mortgage interest statement (Form 1098) and property taxes paid Out-of-Pocket Medical Expenses Want to view other tax resources? Visit our Resource Hub for more.
