Proof of identification: Valid driver’s license or other photo ID.
Social Security cards, a Social Security number verification letter, or other U.S. government document verification for all persons you may list on the return.
Birth dates for you and all your dependents you may list on your tax return.
Copies of last year's federal and state returns. If necessary, contact the IRS for a copy or transcript.
Proof of all income for all people on your tax return: Forms W-2 and 1099, Social Security, unemployment and other statements, such as pensions, stocks, interest and any documents showing taxes withheld. If you own or run a business or farm, collect records of all your income.
Dependent child care information: Provide the name and address of child caretakers you paid and either their Social Security number or other tax identification number.
Records of your expenses, such as tuition, mortgage interest, real estate taxes and charitable contributions. If you own or run a business or farm, collect records of all your expenses.
If you purchased coverage through the Health Insurance Marketplace, provide Form 1095-A, or provide a Health Insurance Marketplace Statement. Contact the Massachusetts Health Connector at 1-877-623-6765.
Total rent you paid in 2016: Provide landlord or rental agent’s name and address.
Proof of bank routing numbers and account numbers, such as a blank check, for your refund.
If you e-file a joint return, bring your spouse to sign forms.