Social Security Cards or Individual Taxpayer ID Number (ITIN) for you, your spouse, and all children.
A Copy of previous year tax return. If necessary, contact the IRS for a copy of last year's return.
The amount of economic stimulus payment received from the IRS last year (if any).
A voided check or deposit slip for Direct Deposit (including Account & Bank Routing Number).
Proof of Health Insurance (1099HC or health insurance card).
All W-2 forms from each employer.
All 1099 forms (1099-INT, 1099-DIV, 1099-misc., etc.) showing interest and/or dividends as well as documentation showing the original purchase price of your sold assets.
All 1098T forms (tuition payments) and student loan interest paid.
If you were paid Social Security benefits, bring your SSA-1099.
If you received a pension or annuity, bring your 1099R.
All forms indicating federal income tax paid.
If applicable, unemployment compensation statements.
Total Child Care Expenses and Child care provider information (name, employer ID, SSN).
Total rent paid in 2009 – landlord / rental agents name & address.
If itemizing deductions, bring all receipts or canceled checks for items such as medical expenses, taxes paid, mortgage interest paid, and charitable contributions.
