02/12/2024
Tax prep checklist
Gather these items before filing your tax return
� Social Security numbers for you, your spouse and
dependents or an Individual Taxpayer Identification
Number if you, your spouse, or your dependents do
not have a Social Security number
� 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, issuing
agencies or payers, including Form 1099-G,
Certain Government Payments, for any taxable
unemployment compensation
� Forms 1099 for interest and dividend statements
from banks and other payers
� A copy of last year’s federal and state returns
� Bank account routing and account numbers for
direct deposit
� Total paid for daycare or dependent care expenses
and the provider’s tax number, such as their Social
Security number or business Employer Identification
Number
� Form 1095-A, Health Insurance Marketplace
Statement
� IRS correspondence including notices, letters and
forms related to adjustments, payments, and your
current IP PIN