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Here are the main documents needed to file:(Click on each for more info.)

• Social Security Card(s) (Taxpayer and Spouse)

• Current Driver's License(s)

• Dependents' Social Security Cards and Dates of Birth

• Last Year's Federal and State Tax Returns

• Wage Statements - Form W-2

• Proof of Residency

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The IRS implemented new requirements for those claiming the Earned Income Credit. The following IRS page lists the documents  you need to prove you can claim an Earned Income Credit on the basis of a qualifying child-

http://www.eitc.irs.gov/EITCCentral/f886-h-eic.pdf

Please bring these documents with you if you are claiming the Earned Income Credit.

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Please review the rest of this list to see if anything applies to your tax situation:

• Alimony Paid or Received

• Child Care Expenses and Provider Information

• Medical, Eye Care and Dental Expenses

• Charitable Contributions - Cash and Non-Cash

• Mortgage or Home Equity Loan Interest Paid - Form 1098

• Real Estate or Personal Property Taxes

• Record of Purchase or Sale of Real Residence

• State or Local Taxes Paid

• Unreimbursed Employment-Related Expenses

• Job-Related Educational Expenses

• Educator Expenses

• Move/Employment Change

• Pension or Retirement Income - Form 1099-R

• Investment or Dividend Income statements - Forms 1099-INT and 1099-DIV

• Tuition and Education Fees - Form 1098-T

• Student Loan Interest - Form 1098-E

• Casualty or Theft Losses

• Estimated Taxes Paid in Previous Year

• State Income Tax Refund Amount - Form 1099-G

• Social Security Income - Form SSA-1099

• Unemployment Income - Form 1099-G

• Commissions Received/Paid

• Sales of Stocks or Bonds - Form 1099-B

• Self-Employed Business/Farm Income and Expenses - Form 1099-MISC

• Lottery or Gambling Winnings - Form W-2G

• Lottery or Gambling Losses

• Income and Expenses from Rental Property

• Income from Partnerships, S Corporations, Trusts and Estates - Schedule K1

• IRA Contributions

• Foreign Taxes Paid

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