Tax documents checklist:
Everything you need to file

Personal Information

Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes.

• Full Name of the Tax Payer
• Social Security Number (SSN) / Individual Tax Identification Number ( ITIN )
• Current Address ( including Street, City, State and ZIP )
• Date of Birth
• Occupation
• Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
• Spouse’s full name, SSN / ITIN, Occupation, and date of birth ( If Married filing Jointly or Separately)
• Routing and account numbers for direct deposit/payment

Dependent(s) Information

Parents and caregivers should gather this information as they review what they need to file their taxes.

• Full Name of each dependent
• SSN / ITIN / Adoption Tax ID (ATIN)
• Relationship to the Tax Payer
• Date of Birth for each dependent
• Child care expenses if any (including provider's tax ID number)
• Income of dependents and of other adults in your home
• Form 8332 if applicable (releasing right to claim child)

Sources of Income

Many of these forms won’t be needed to file taxes every year.

Types of Deductions

The types of deductions you can take depend a lot on your life situation.