Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes.

  • Your social security number or tax ID number
  • Your spouse’s full name, social security number or tax ID number, and date of birth
  • Information about your stimulus payment — also known as an economic impact payment (EIP) — if applicable — you may have IRS Notice 1444 or other records showing your EIP amount
  • Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
  • Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose