![](https://assets.bmc.org/transform/0392f6ca-28ec-42b9-944a-22362a8422eb/iStock-177733410?io=transform:fill,width:550,gravity:center&format=webp)  

 

## 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.)