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Get Ready for Your Appointment

You will need (No Exceptions!)

  • Photo ID and Social Security Card or other proof of the Social Security Number
  • Copy of last year’s tax returnVERY IMPORTANT! Don’t have? Click Here to get a transcript from the IRS before you have your interview appointment.
  • Birth dates and Social Security Cards for all members of household

Here is a Detailed Checklist to download regarding all Income, Deductions, Credits. Use it to make sure you first, have received everything, and second, you bring it with you.

Social Security Cards Must Look Similar to These
Social Security Cards Must Look Similar to These