Personal information — we will collect this when you drop off your tax documents:
- Your social security number or tax ID number
- Your spouse's full name, social security number or tax ID number, and date of birth
- Your dependent's full name, social security number or tax ID number, and date of birth
- Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose
Forms and documentation to bring — not all items may apply, so read the list carefully:
- A copy of the previous year's tax return
- Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS