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• A Social Security card and/or ITIN for EACH family member. We cannot use prior year files to verify Social Security numbers
• A photo ID for each filer
• W-2 forms for all jobs worked in 2017
• Child care provider name, address, and tax ID number or Social Security number
• All banking account information (a voided check and/or savings deposit slip) to direct deposit your refund
• A copy of last year’s tax return
• Any document or information about money you have received from the IRS or state
• All 1099 forms for other income, if any
• Any other tax related documents you have received
• If you are a victim of identity theft, you must bring the letter from the IRS with your PIN number. A new letter is issued from the IRS every year.
• If you purchased health insurance through the Marketplace for 2017, through Medicare/Medicaid, or through your employer, you should receive a Form
• 1095-A, B, and/or C. Please bring this form with you to complete your 2017 federal tax return.
• If you have a Marketplace Exemption, please contact the Marketplace and get your Marketplace Exemption Certificate number to complete your 2017 federal ​ tax return.
• If you are married and filing jointly, your spouse must be present. If you are married and filing separately, you need your spouse's name as spelled on his/her Social Security card and your spouse's Social Security number.

• Following major tax law changes, the IRS is urging taxpayers to use the IRS Withholding Calculator to check their tax withholding and make sure they have the right amount of tax taken out of their pay for their personal situation. Having too little tax withheld could mean a tax bill or a penalty. And with the average refund topping $2,800, some may prefer to get more money in their pay now. The earlier people check, the more time there is for withholding to take place evenly during the rest of the year.  Additional information available in English and Spanish