Required Information
The only things you need are below:
- Unexpired photo ID(s) issued by the United States government for you and your spouse (if you’re filing together)
- Examples: driver's license, US passport, Massachusetts state ID card, green card, work authorization card
- Social Security cards or Individual Taxpayer Identification Numbers (ITINs) for each family member
- Income this year: Whatever you have of the below (most people don't have income from all of these)
- Jobs: W2 form, 1099-NEC form
- Unemployment benefits: 1099-G form
- Social Security payments: 1099-SSA form
- Bank interest, dividend, or retirement accounts - 1099-INT, 1099-DIV or 1099-R forms
- Proof of health insurance, such as
- 1099-HC
- 1095-A
- 1095-B
- If you are on MassHealth, go to https://masshealthtaxform.com to download your 1095-B form
- 1095-C
Additional Information
If you have any of these documents, they can help you get more money back.
- Health insurance-related paperwork
- Health insurance premium bills
- Health insurance cards for taxpayer, spouse, and all dependents
- Housing expenses
- Examples: amount of rent you paid this tax year (monthly or yearly)
- Property taxes or mortgage payments, 1098 forms, or total rent paid in 2024
- Childcare expenses
- The amount you spent on daycare or babysitting, along with the tax ID number (EIN) or Social Security Number (SSN) of the person or company you paid.
- Tax-related mail or forms
- Any mail you've received from the IRS or MA Department of Revenue, or other tax forms
- Education or student loan expenses
- Examples: student account statements, amount spent on materials, or 1098-T forms
- Student loan interest paid, 1098-E form
- Old tax return, if you filed in a past year
- From the most recent year you filed, if you have filed in the past
- Bank account information
- Bank-issued printed account and routing numbers to direct deposit your tax refund into your account
- Proof of out-of-pocket expenses in 2024
- Proof of ANY deductible out-of-pocket expense (charitable receipts, property taxes, etc.)