In order for the IRS to assist with preparing a tax return, taxpayers should bring any and all information related to income and deductions for the tax years for which a return is required to be filed. Some of the documents may include:

• Forms W-2  Forms from employers showing wages for the year.
• Forms 1099  Forms from banks and other financial institutions showing interest and dividends. Forms 1099 also report self-employment income.
• Information on expenses to claim on the return, such as itemized deductions, child care expenses, or employee business expenses.
• Social Security numbers for dependent children and any other person claimed as a dependent
• A copy of the last tax return filed.

To request past due return income/information call the IRS at (866) 681-4271.