PERSONAL INFOTMATION
This information tells the IRS exactly who’s filing, who is covered in your tax return, and where to deposit your tax refund.
Social Security numbers and dates of birth for you, your spouse and your dependents
Spouse's full name, social security number or tax ID number, and date of birth
Identity Protection PIN if applicable
Routing and account numbers for direct deposit or payment
Foreign reporting and residency information if applicable
Copies of last year’s tax return for you and your spouse (helpful, but not required)
Bank account number and routing number if depositing your refund directly into your account or making a payment from your account
SOURCES OF INCOME
Employed: W-2 forms or Unemployed: 1099-G for unemployment
Self-employed: 1099s, Schedules K-1, income records, and expense details
Rental Income: Records of income, expenses, and asset information
