CHECK-LIST
ITEMS NEEDED TO START YOUR RETURN
11 Taxpayer Driver's License
22 Taxpayer Social Security Card
33 All Dependent Social Security Cards
44 Proof of Residence
Lease agreement, current mail with filing address.
55 Proof of Dependent
Shot Records/ Birth Certificates
66 Healthcare Card for Taxpayer/ Dependent
77 Income
W-2/ 1099/ Self-Employment Expense Log or Summary of Income, Business License, bank statements, receipts, etc
88 Signed Tax Payer Return
99 All Signature Forms
8879, 1040 Page 1 & 2, RT Fee Disclosure Page 1 & 2)
1010 Education Credit
1098-T (Provided by School)- If taxpayer is filing school include form.
