If you're ready to make an appointment, make sure you bring the following items to your interview:
- Valid photo ID
- Social Security Number (SSN) or Individual Tax ID Number (ITIN) cards for everyone shown on the tax return including dependents.
- Birth dates of all dependents
- Bank information to Direct Deposit any refunds
- Any tax-related papers: W-2's, 1099's, mortgage interest statements (Form 1098), bank interest statements, real estate tax statements, investment statements, and receipts for charitable donations and child care