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IRS Acceptable Documents

IRS Acceptable Documents
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What to bring and /or have available
  • Proof – Photo ID – for taxpayer (s) and dependent (s), Passport, VISA
  • Social Security cards for you, your spouse and dependent (s) or 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
  • Proof of foreign status, if applying for an ITIN – Form 8433 & 8843 & Schedule IO
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc, 1098, 1042-S, and, Rental Property) from all employers
  • Interest and dividend statements from banks (Forms 1099-Int & 1099-Div)
  • Health Insurance Exemption Certificate, if received
  • 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
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B or C, Affordable Health Care Statements
  • Copies of income transcripts from IRS and state, if applicable