What to Bring English Español What documents do I need to have scanned and ready for my virtual appointment?THE DAY OF THE SERVICE: To file taxes electronically on a married-filing joint tax return, both spouses must sign the required forms. Original scans (no copies) of Social Security Cards for taxpayer, spouse if married, and any dependents being claimed. ITIN applications and renewals are free when you file a feeral tax return.Picture ID for taxpayer and spouse (must be a Driver's License, state-issued ID card, or other official documents).All W-2's for all places worked in the previous year.Voided check or savings account number on a bank document for direct deposit.Total amount of Economic Impact (Stimulus) Payment received. If you received a Premium Tax Credit in the previous year through the Affordable Care Act marketplace (Obamacare), from 1095-A.IF APPLICABLE: Copies of any 1099's issued. Bank account interest year-end statements. Student loan interest statement.Proof of child care expenses paid (statement from provider with EIN# or Social Security number).State of post-secondary education tuition expenses paid.Social Security year-end statements.Any other documents related to taxes.Copy of last year's taxes.IF ITEMIZING: Copies of last year's mortgage interest statements. Real estate taxes statement. Proof of charitable donations.Statement of work-related expenses.Auto registration and taxes paid in the previous year.