Want to claim the Earned Income Credit?

Here’s what to bring to your tax preparer

Many people planning to claim the EIC use a tax professional to help file their returns. If you plan to do this, here are some documents you’ll want to have on hand.

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A government-issued photo ID.

Birth dates for all persons listed on the return.

A copy of last year’s federal and state returns if you have them.

Bank routing numbers and account numbers to direct deposit any refund.

All income statements:

-          Forms W-2 and 1099

-          Social Security

-          Unemployment

-          Pensions

-          Stocks and interest

-          Any documents showing taxes withheld

If you’re self-employed or you own or run a business, bring records of all your income.

Social Security cards for every person on your return. If you don’t have cards, a Social Security number (SSN) verification letter, or other U.S. government document, is acceptable.

All records of expenses:

-          Tuition

-          Mortgage interest

-          Real estate taxes

If you’re self-employed or you own a business, bring all of your expense records. If you enrolled in a health plan through the Health Insurance Marketplace, bring your Form 1095-A, which you should receive in the mail.

Child care information: Bring the name, address and Social Security number or tax ID for anyone you paid to care for your listed dependents.

Your spouse, so if you file jointly, you can both sign and e-file your return.

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The material provided on this website is for informational use only and is not intended for financial or investment advice. Bank of America and/or its affiliates, and Khan Academy, assume no liability for any loss or damage resulting from one’s reliance on the material provided. Please also note that such material is not updated regularly and that some of the information may not therefore be current. Consult with your own financial professional when making decisions regarding your financial or investment options.

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