What you will need

1. The Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) for you, (your spouse, if married) and any dependents
2. The Date of Birth for you, (your spouse, if married) and any dependents
3. The records of your income, including:
• A W-2 from EVERY EMPLOYER you had during 2009
• Any 1099 forms you received
• Any other taxable income
4. The records of your deductible expenses
5. In order to e-file, you will need your AGI (Adjusted Gross Income) from your 2008 tax return and/or your 2008 PIN from e-filing. You can call the IRS at (800) 829-1040 for this information.
6. If you want to Direct Deposit your refund or set up an Electronic Funds Withdrawal for the tax you owe, you will need your checking or savings account Routing Number and Account Number