Identification

• Valid photo ID and Social Security Number Card or ITIN for everyone on the return
• Voided check or deposit slip for direct deposit of refund showing both routing and account number

Proof of Income

• W-2 for each job
• Form 1099 (or year-end statements labeled “Substitute Form 1099) for pensions, interest, dividends, sale of stock, unemployment compensation, gambling winnings, etc.
• Form 1099-SSA for social security payments received

Real Property

• Copy of last year’s tax return (a must have!)
• Form 1099-MISC for proof of rents received
• Summary of annual expenses incurred
• Form 1098 for mortgage interest paid
• Amount of real estate taxes paid
• Amount of insurance paid

Child Care Costs

• Name and address of child care provider
• SSN, ITIN, or EIN of child care provider
• Amount paid to child care provider for each child

Child Care Providers

• Copy of Certificate of Coverage from the German Social Security Authorities
• Summary of Earnings (and expenses if applicable)
• Business address (could be your home)

Married Filing Joint Filers

• Bring Spouse or Power of Attorney (if you want your return to be e-filed)