To help preparers accurately determine EITC eligibility and prepare returns, individuals should bring with them to their scheduled appointment:
- Photo proof of identification
- Social Security cards for themselves, their spouse and all dependents, or Social Security number verification letters issued by the Social Security Administration
- Birth dates for all persons who will be listed on the tax return
- Wage and earning statement(s) Forms W-2, W-2G, and 1099-R, from all employers
- Interest and dividend statements from banks (Forms 1099)
- Copies of their prior year federal and state returns, if available
- Bank routing and account numbers for direct deposit of their refunds
- Other relevant information about income and expenses
- Amounts paid for day care, if applicable, and the day care provider’s identifying number.