| Here's what you'll need to bring with you to your tax appointment... |
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| Appointment Date: ____________________ |
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| Appointment Time: ____________________ |
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Proof of identification (Driver's License, Government-issued Photo I.D.) |
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Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration. If you or your dependent is not eligible to get a Social Security Number, you may need to obtain an Individual Taxpayer Identification Number (ITIN). We can help you do this. |
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Birth dates for you, your spouse and any dependents on the tax return |
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Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers. If you have not received your Forms W-2 from your employer and want to know what to do, we can help. Call us. |
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Interest and dividend statements from banks (Forms 1099) |
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A copy of last year’s Federal and State returns, if available |
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Total amount paid for a day care provider and the day care provider's tax identifying number - the provider's Social Security Number or Employer Identification Number |
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To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms. |
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This form is provided courtesy of:
| McDaniel Tax and Administrative Services (Toby Tax) |
| Address: |
3802 Adams Avenue • San Diego, CA 92116 |
| Phone: |
619.481.8115 |
or |
619.269.5076 |
| Fax: |
815.550.8781 |
Email: |
toby@tobytax.com |
| Website: |
www.tobytax.com |
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