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Filing Tips

Get all your tax information together! - You'll save time and won't have to stop in the middle of preparing your return to find a missing document. Here's what you'll need : Social Security numbers for yourself, your spouse, and any dependents. Forms W-2 from all employers are required for yourself and your spouse. Forms 1099 for Dividends, Retirement, or other income, or any Forms 1099 with Income Tax Withholding. Receipts for expenses for Itemized Deductions (Schedule A). Receipts and records for other income or expenses. Bank Account numbers (for a fast refund, or to pay electronically). Prior year Adjusted Gross Income amount or prior year PIN if using a Self-Select PIN as your signature.