Required:
- Both spouses, if filing jointly
- Picture ID for taxpayer (and spouse, if filing jointly)
- Social security card (or acceptable alternative - see below) for each person listed on the return
- Proof of income, like W2s and 1099s
- Documentation of expenses
- If anyone in the household is insured through the Marketplace, Form 1095-A and dependents' proof of income
Recommended:
- Account and routing numbers for direct deposit of refunds
- Prior year tax return
Acceptable Alternatives for Social Security Card:
- Photocopy or photograph of Social Security card
- ITIN letter
- Social Security Benefit Statement (Form 1099-SSA)
- Military ID with Social Security number
- Any document issued by the Social Security Administration with Social Security number - last four digits must be visible
- A print-out from mySocialSecurity with the last four digits of your Social Security number visible
Please note: Per IRS regulations, a return cannot be prepared without the required documents. Prior year tax returns do NOT satisfy document requirements.