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Relevant Tax Documents

If you're preparing taxes online, you'll need: If you're having someone prepare your taxes, bring:
  • Social Security number (SSN) OR Individual Taxpayer Identification Number (ITIN) for yourself, your spouse, and the dependents on the return
  • Birth dates for yourself, your spouse, and the dependents on the return
  • Your 2012 Adjusted Gross Income (AGI) or Self-Select PIN number. (AGI is the amount shown on your 2012 Form 1040, line 38; Form 1040A, line 22; or Form 1040EZ, line 4. The Self-Select PIN is the five-digit PIN you used to electronically sign your 2012 return.) If you cannot find this information, call the Internal Revenue Service (IRS) at 1-800-829-1040.
  • Wage and earning statement from your employer(s): Form W-2, W-2G, 1099-R
  • Interest and dividend statements from banks (Forms 1098 and 1099)
  • Proof of any other income, e.g., lottery winnings
  • Total paid for child care provider and the provider's Taxpayer Identification Number or SSN (if you are claiming the New York City Child Care Tax Credit)
  • Bank account and routing numbers (if you are directly depositing your refund). Note: If you use direct deposit, you should receive your federal tax refund within 21 days. 
  • Proof of identity, such as a driver's license or other photo ID
  • Social Security cards for yourself, your spouse, and your dependents and/or a Social Security number (SSN) verification letter from the Social Security Administration OR Individual Taxpayer Identification Number (ITIN) letter for all names on the return (original or copies)
  • Birth dates for yourself, your spouse, and the dependents on the return
  • Wage and earning statement from your employer(s): Form W-2, W-2G, 1099-R
  • Interest and dividend statements from banks (Forms 1098 and 1099)
  • A copy of your 2012 federal and state returns, if available
  • Proof of any other income, e.g., lottery winnings
  • Total paid for child care provider and the provider's Taxpayer Identification Number or SSN (if you are claiming the New York City Child Care Tax Credit) 
  • Bank account and routing numbers (if you are directly depositing your refund). Note: If you use direct deposit, you should receive your federal tax refund within 21 days. 
  • To file a Married Filing Jointly return, both spouses must be present to sign required forms.

 

     

Learn more about the City's Tax Credit Campaign