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Must bring photo identification
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Social Security Cards for the Taxpayer, their spouse and dependents, if applicable
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Birth Dates for primary, secondary and dependents on the tax return
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Current year’s tax package if they received one
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Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
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Interest and dividend statements from banks (Forms 1099)
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A copy of last year’s Federal and State returns if available
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Bank Routing Numbers and Account Numbers for Direct Deposit
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Other relevant information about income and expenses
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To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.