What To Bring

Government-issued photo ID (original only) for taxpayer (and spouse, if applicable):

• Examples: Driver's License, State ID, Passport​

• We are unable to file your return if you do not have your ORIGINAL government-issued photo ID

Social Security Number (original physical card) for taxpayer (and spouse and/or dependents, if applicable):

• Taxpayers may bring an Individual Tax Identification Number (ITIN) to substitute for their SSN if they received one​

• We are unable to file your return if you do not have your SSN/ITIN

Any tax documents you have, including but not limited to:

• Form W-2, Wage and Tax Statement

• Form 1098-T, Tuition Statement

• Form 1099-INT, Interest Income

• Form 1099-DIV, Dividend Income

• Form 1099-MISC, Miscellaneous Income

• Form 1099-NEC, Nonemployee Compensation

• Form 1099-G, Certain Government Payments

• Form 1099-B, Proceeds from Broker and Barter Exchange Transactions

• Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

• Form SSA-1099, Social Security Benefit Statement

• Form 1095-A/1095-B/1095-C, Health Coverage

• Form 1095-A, Health Insurance Marketplace Statement, is required if you purchased insurance coverage through Covered California

• Record of estimated federal and/or state tax payments

• Documents from the IRS, the California Franchise Tax Board, or anything that says “IMPORTANT TAX DOCUMENT”

Proof of any expenses (ie. receipts, email confirmations, etc.), including but not limited to:

• Qualified educational expenses (ie. textbooks, lab equipment, etc.)

• Educator expenses (ie. classroom supplies, etc.)

• Self-employed business expenses (ie. office expenses, repairs and maintenance, supplies, vehicle records and mileage, etc.)

• Daycare expenses (with daycare’s EIN/SSN and amounts paid)

• Charitable contributions

• Medical and dental bills

Bank Routing and Account Number