You will need the following to do your taxes.

• Your social security number or tax ID number

• Your spouse’s full name, social security number or tax ID number, and date of birth

• Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS

• IRS Letter 6475 – your 2021 Economic Impact Payment, to determine eligibility to claim the Recovery Rebate Credit

What you need to gather to file for your dependent.

• Dates of birth and social security numbers or tax ID numbers

• Childcare records (including the provider’s tax ID number) if applicable

• Income of dependents and of other adults in your home

• IRS Letter 6419 – official documentation that has the details you need to report your advance Child Tax Credit (CTC) payments

Employed

• • • Forms W-2

    • Unemployed

    • Unemployment (1099-G)

  • Self-Employed

    • Forms 1099, Schedules K-1, income records

    • 1099-MISC or 1099-NEC

    • Records of all expenses — check registers or credit card statements, and receipts

    • Business-use asset information

    • Office in home information, if applicable

• • • Retirement Income

    • Pension/IRA/annuity income (1099-R)

    • Traditional IRA basis

    • Social security/RRB income (SSA-1099, RRB-1099)

  • Savings & Investments or Dividends

    • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)

    • Income from sales of stock or other property (1099-B, 1099-S)

    • Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

    • Record of estimated tax payments made (Form 1040–ES)

    • Transactions involving cryptocurrency (Virtual currency)