- Your spouse. If you are filing a joint return, your spouse must be present with you.
- Photo ID issued by the state or federal government. For yourself and your spouse if you are filing jointly.
- Social Security card (original or copy) or Individual Taxpayer Identification Number (ITIN) determination letters (original, copy or electronic document) and birth dates for yourself, your spouse and everyone to be claimed on your tax return.
- Form W-2 (wages from each job in 2023)
- Form W-2G (gambling winnings)
- Form 1099-B (income from the sale of stocks, bonds, or other assets)
- Form 1099-C (cancellation of debt)
- Form 1099-DIV (dividends)
- Form 1099-G if you received unemployment insurance at any point in 2023.
- Form 1099-INT (bank account interest)
- Form 1099-K (deposits and earnings)
- Form 1099-MISC (miscellaneous income) Note: Call your tax prep location beforehand to make sure they file these returns
- Form 1099-R, (pension income, or Form SSA-1099, (Social Security benefits)
- Form 1098, (real estate taxes and/or mortgage interest)
- Form 1098-E (interest paid on paid student loans)
- Form 1098-T (if you paid tuition for post-high school education)
- Form 1095-A , if you were enrolled in a qualified health plan through the Health Insurance Marketplace in 2023
- To claim child-care expenses, provide the total amount you paid in 2023, and the child-care agency’s tax Employer Identification Number (EIN) or the child-care provider’s name and Social Security number.
- A voided check with routing and account numbers, if you want to use direct deposit.
- Amounts of any other income from your records (jury duty fees, cash earnings, etc.).
- A copy of last year’s federal and state tax returns, if available.
* From the NYC Department of Consumer’s Affair Free Tax Prep Program, https://www.nyc.gov/site/dca/consumers/file-your-taxes-documents.page.