What we file
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What to have ready
- Photo IDFor you and your spouse if filing jointly
- W-2sFrom every employer this year
- 1099 forms1099-NEC, -K, -INT, -G, or -R
- Last year's returnHelps us check carryovers
- Dependent infoBirth dates and childcare costs
- 1098 formsMortgage interest or tuition (1098-T)
- Business recordsIncome and expenses if self-employed
- Bank infoFor direct deposit of your refund
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