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Covers prior-year tax forms needed (2024 or 2023), government ID, Social Security card or ITIN support letters for spouses and dependents, tax return and W-2 wage records, banking details for direct deposit/debit, and key federal tax forms covering tips, overtime, interest, dividends, retirement distributions, marketplace health insurance, education, debt cancellation, gambling, capital gains, and self-employment expenses.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/2025-tax-return-document-checklist-required-items/304820/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/2025-tax-return-document-checklist-required-items/304820.png","ImageObject",442,249,{"name":88,"@type":89},"Rhys","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-27","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Which items are mandatory to provide for the 2025 return?","Question",{"text":108,"@type":109},"Item #1 and item #2 are required. Item #3 is required if you have dependents on your return. Other items should be provided only if they apply to you.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What should be provided for identity and tax identification?",{"text":113,"@type":109},"Provide a government-issued photo ID for you (and your spouse if filing jointly) front and back. Provide the front of your Social Security card or your ITIN number, and include the same for dependents (item #3), supported by an issuing letter for ITINs.",{"name":115,"@type":106,"acceptedAnswer":116},"What documentation is needed to receive a refund or pay taxes electronically?",{"text":117,"@type":109},"Provide proof of bank account routing and account numbers for direct deposit (fastest and safest) or direct debit. Include a voided check or other documentation with the bank name, routing number, and account number, not deposit slips.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304820,1790164519,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},687207024643,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","PLEASE NOTE: You MUST provide items \\#1 and item \\#2; \\#3 if you have any dependents. If you do not provide them, we cannot prepare your return. Provide all other items that are applicable to you. Please look at your last tax return (2024 or 2023) and make certain that you either have 2025 tax forms from every person / organization from which you received one in the prior year or know why you do not have that form for 2025.  \n\n| Item | Form or Document | Description and Notes |\n| --- | --- | --- |\n| New\u003Cbr>item | Did you receive reported tip income this year? | Some tip income is not taxable. |\n| New\u003Cbr>item | Were you paid overtime? You need to tell us how much money you made from overtime pay. | Overtime is not taxable up to $25,000 in some cases. |\n| New\u003Cbr>item | Did you pay loan interest on a new vehicle purchased in 2025? | Bring the VIN of the vehicle and how much interest that you paid. This reduces your taxable income. |\n| 1 | Government-issued photo ID for you (and your spouse if married filing jointly) --front and back | Driver's license, passport, military or other government ID card |\n| 2 | Front of your Social Security card OR ITIN number (and that of your spouse, if married filing jointly) | ITIN numbers should be supported by an issuing letter |\n| 3 | Front of the Social Security card OR ITIN number for each of your dependents on your return | ITIN numbers should be supported by an issuing letter |\n| 4 | Your most recent Federal tax return (2024 if filed, 2023, or 2022 if you have not yet filed for 2024) | Form 1040 and related Schedules. We don’t need your tax forms (i.e. 1099-R or W-2) for prior years |\n| 5 | Form W-2-Wages / Salary from employment | One from each employer. These show your wages or salary received and taxes withheld for the year |\n| 6 | Proof of bank account routing and account numbers for direct deposit (this is the fastest and safest way to receive your refund) or direct debit (if you owe taxes) | Please provide a voided check or other documentation with your bank's name, routing number, and your account number; not depositslips as they may have different routing number |\n| 7 | Information regarding any estimated tax payments you made to the IRS or your State |  |\n| 8 | Form 1095-A - Health Insurance Marketplace Statement | If you or anyone on your tax return had medical insurance coverage through the Marketplace (Obamacare, KNECT), information from your Form 1095-A MUST be included on your tax return |\n| 9 | Form 1099-G - Certain Government Payments State income tax refunds |  |\n| 10 | Form 1099-G - Certain Government Payments Unemployment compensation | If you received unemployment benefits in 2025 but did not receive a tax form, contact your State's unemployment office to obtain this information |\n| 11 | Form 1099-INT-Interest Income | You may receive these from your bank, credit union, investment firm, etc. |\n| 12 | Form 1099-DIV-Dividends and Distributions | You may receive these from your broker, mutual funds, insurance companies or other sources |\n| 13 | Form 1099-R - Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | Income distributed from any of these plans. This form will also report any roll over distributions. |\n\n\n| 14 | Form SSA-1099-Social Security Benefit Statement | Statement showing benefits received in 2025 |\n| --- | --- | --- |\n| 15 | Form RRB-1099-R - Annuities or Pensions by the Railroad Retirement Board | Retirement or pension income from you or your spouse's railroad retirement |\n| 16 | All information related to itemized deductions | Donations, Property tax, Home loan interest, etc. |\n| 17 | Information regarding child or dependent care you paid | Provide the name, address, and EIN/SSN of the care provider, amount paid, and for which child |\n| 18 | Form W-2G-Certain Gambling Winnings | This includes casino, bingo, or lottery winnings for which you received a W-2G |\n| 19 | Amount of any gambling winnings not ","cbCaiit53CFBJ2Sz","https://ap.wps.com/l/cbCaiit53CFBJ2Sz","pdf",152053,"English","# Required documents and information\n## Identity and tax identifiers\n## Prior-year tax return and wage statements\n## Banking details for refund or payment\n## Form 1095-A and selected 1099/SSA/RRB documents\n## Income, deductions, education, and other records","[{\"question\":\"Which items are mandatory to provide for the 2025 return?\",\"answer\":\"Item #1 and item #2 are required. Item #3 is required if you have dependents on your return. Other items should be provided only if they apply to you.\"},{\"question\":\"What should be provided for identity and tax identification?\",\"answer\":\"Provide a government-issued photo ID for you (and your spouse if filing jointly) front and back. Provide the front of your Social Security card or your ITIN number, and include the same for dependents (item #3), supported by an issuing letter for ITINs.\"},{\"question\":\"What documentation is needed to receive a refund or pay taxes electronically?\",\"answer\":\"Provide proof of bank account routing and account numbers for direct deposit (fastest and safest) or direct debit. Include a voided check or other documentation with the bank name, routing number, and account number, not deposit slips.\"}]","2025 Tax Return Document Checklist - Required Items | PDF",1789817974]