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What you need to file

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Common Questions
Required information
The only things you need are below
Photo ID
For you and your spouse (if you’re filing together).
‍Examples: Driver’s license, passport, green card
Social security numbers or ITINs for each family member
‍Originals, photocopies, or photos of each family member’s card or letter
Income this year
Whatever you have of the below (most people don't have income from all of these)

Jobs: W2 form, 1099-NEC form
‍
Unemployment benefits: 1099-G form
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Social security payments: 1099-SSA form
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Bank interest, Dividend or Retirement Accounts - 1099-INT, 1099-DIV or 1099-R forms.
Proof of health insurance

Examples:
1099-HC
1095-A
1095-B
1095-C

Additional information
That helps you get more money back

Proof of health insurance
Examples: 
Form 1099-HC, 1095-A

Health insurance premium bills

Health insurance cards for taxpayer, spouse, and all dependents
Housing expenses
Examples: 
Amount of rent you paid this tax year (monthly or yearly)

Property taxes or mortgage payments, 1098 forms , or total rent paid this tax year
Childcare expenses
The amount you spent on daycare or babysitting, along with the tax ID number (EIN) or Social Security Number (SSN) of the person or company you paid.
Tax-related mail or forms
Any mail you've received from the IRS or MA Department of Revenue, or other tax forms
Education or student loan expenses
Examples: 
Student account statements, amount spent on materials, or 1098-T forms

Student loan interest paid, 1098-E form
Old tax return, if you filed in a past year
From the most recent year you filed, if you have filed in the past
Bank account information
Bank-issued printed account and routing numbers to direct deposit your tax refund into your account
Proof of out-of-pocket expenses in 2022

Proof of ANY deductible out-of-pocket expense (charitable receipts, property taxes, etc.)
Building wealth and improving health
for children and families

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