What Information Do I Need To Get Started?

Here are the items you will want to make sure you have handy;

1. Social Security numbers for yourself, your spouse, and any dependents.

2. W-2 forms from all employers are required for yourself and your spouse.

3. 1099 forms for Dividends, Retirement, or other income, or any 1099 forms with Income Tax Withholding.

4. Receipts for expenses for Itemized Deductions (Schedule A).

5. Receipts and records for other income or expenses.

6. Bank Account numbers (for a fast refund, or to pay electronically).

7. Complete information on what records you need, and how long to keep your records.

8. Prior year Adjusted Gross Income amount if using a Self-Select PIN as your signature.