Requirements:

• Government issued ID (Driver’s license, passport, picture ID card)
• Social Security Cards or ITIN numbers for every member claimed
• All sources of income (W-2’s, 1099’s, Unemployment, SSI, Retirement, other income, etc.)
• If self-employed: total records of income and expenses
• Proof of medical insurance (1095-A is required)
• Any Educational Expenses for college students only (1098-T, 1098-E)
• Child Care Expenses (Wages paid, tax ID, address)
• Bank account information for Direct Deposit Refunds (Routing and Account Number)
• Previous year tax return