To create a tax return, the following information is required for the taxpayer, spouse and dependents:
- Name
- Social Security Number
- Birth Date
Also required for the taxpayer and/or spouse is:
- Occupation
- Mailing Address
- Phone Number
- Text Notifications
- Exemption Status (can someone else claim the taxpayer/spouse on a different return)
- Additional Exemption for Blind
- Indicate if Taxpayer/Spouse is Deceased and date of death
- Contributions to Presidential Election Campaign Fund
- Military Combat Zone information
To electronically file, you will also need your prior year adjusted gross income or IRS pin from your prior year return. You can review the articles below to obtain your e-filing information appropriately.
How do I get my self-select PIN/AGI?