Bring the Documents You Need to Get the EITC You Deserve
Bring the Documents You Need to Get the EITC You Deserve
Whether taxpayers are seeking assistance at an IRS Taxpayer Assistance Center, a volunteer income tax preparation site or from a professional tax return preparer, they should bring certain documents to substantiate their income, deductions/credits, dependents, etc.
These documents include:
- Valid driver's license or photo identification (self & spouse, if applicable).
- Social Security cards for all persons listed on the return.
- Dates of birth for all persons listed on the return.
- All income statements: Forms W-2, 1099, Social Security, Unemployment, or other benefits statements, self-employment records and any documents showing taxes withheld.
- Dependent child care information: payee's name, address and SSN or TIN.
- Proof of account at financial institution for direct debit or deposit (i.e. cancelled/voided check or bank statement).
- Prior year tax return (if available).
- Any other pertinent documents or papers.
