Items You’ll Need

To ensure you have everything you need for your tax return filing, be sure to review this checklist of items to bring and, for your convenience, print a copy here.

REQUIRED items to bring:

• Birthdates for you, your spouse and any dependents you are claiming.
• If filing a joint return, your spouse must be present.
• Photo ID for yourself and spouse (if filing jointly).
• Social Security Cards, SSA-1099 or Individual Taxpayer Identification Number (ITIN) for yourself, your spouse and any dependent you will be claiming.

Additional items you may need:

• Advanced Child Tax Credit Payments (Letter 6419).
• All wage and earnings statements, W-2, W-2G & 1099 from all employers.
• Bank routing and account numbers if you want to direct-deposit your return (a check will have this information on it).
• Educational Expenses.
• Health Insurance Marketplace Statement (1095-A).
• Total paid for daycare and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number. 
• Unemployment compensation statement (1099-G). You can obtain your 1099-G here. 
• Any other information about income and/or expenses. See this checklist for other items you may need.

* If you believe you will be eligible for Wisconsin Homestead Credit, available to qualifying Wisconsin residents with an income under $24,680, you will also need:

• Child Support received during the year you are filing.
•  Social Security benefits received during the tax year, including:
  • Federal & State SSI amounts.
  • SSI-E.
  • SSD.
  • Caretaker Supplemental Payments.
• Wisconsin Works payments.
• Your property tax bill or rent certificate.

For further information regarding Homestead Credit, visit wisconsin.gov or to print your rent certificate click here.