Simplified Tax Refund Check List

Personal Information

• Social Security Number or Tax ID Number
• Spouse’s Social Security Number or Tax ID Number
• Tax returns from the past 3 years

Information of Others on your Tax Return

• Dates of birth and full names
• Social Security Number or Tax ID Number
• Childcare records
• Income from other adults in your household

Forms

• W–2 (Employee Information)
• 1098 – T (Educational Institution)
• 1098 – E (Student Loans)
• 1099 – MISC/ Schedules K – 1 (Income Records)
• 1099 – R (Pension/ IRA/ Annuity Income)
• 5498 (IRA contributions)
• 1099 – B/ 1099 – S (Income from Stock or other Property)
• 1099 – INT (Interest Income)
• 1099 – DIV (Dividend Income)
• 1099 – G (Unemployment/ State Tax Refund)