Original photo identification for you and your spouse (if married filing jointly), such as a: Valid U.S driver’s license Employer ID School ID State ID (U.S.) Military ID National ID Visa Passport 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) notice CP-01A, We assigned you an identity protection personal identification number (IP PIN) for you, your spouse and your dependents if you do not have a Social Security number (SSN) 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) 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 Total paid for daycare provider and the daycare provider's tax identifying number, such as their SSN or business EIN Health Insurance Exemption Certificate, if received Forms 1095-A, Health Insurance Marketplace Statement Copies of income transcripts from IRS and state, if applicable To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms Free tax help Find a VITA site near you using the VITA Site Locator Tool Free tax help for seniors Find an AARP Tax-Aid Site
