What you will need

1. The Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) for you, (your spouse, if married) and any dependents
2. The Date of Birth for you, (your spouse, if married) and any dependents
3. The records of your income, including:
• A W-2 from EVERY EMPLOYER you had during the year
• Any 1099 forms you received
• Any other taxable income
4. The records of your deductible expenses
5. In order to e-file, you will need your AGI (Adjusted Gross Income) from your prior year tax return and/or your e-filing PIN from last year. If you e-filed but you do not now know your PIN, you can request an Electronic Filing PIN (EFP) from the IRS using the Help application online, click here. You can also call the IRS at 1-866-704-7388 and follow the automated system instructions.
6. If you want to Direct Deposit your refund or set up an Electronic Funds Withdrawal for the tax you owe, you will need your checking or savings account Routing Number and Account Number