Proof of identification (driver’s license, state photo ID or other government issued identification that includes a photo) Social Security cards for you, your spouse and dependents Note: If you need to request a replacement card or update your Social Security record, go to Social Security number & card to find the best way to do this. 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 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) from all employers Social Security Benefit Statements (SSA-1099), if applicable Interest and dividend statements from banks (Forms 1099) 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 and C, Health Coverage Statements Copies of income transcripts from IRS and state, if applicable Free tax help for seniors Find an AARP Tax-Aid Site
