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If Applicable

  • Form 1098(s)

  • Students have 1098-T which can be downloaded on UCSB BARC

  • Last year's return (if possible)

  • Proof of Daycare Costs

  • Total paid for daycare provider and the daycare provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number) if appropriate.

  • Proof of Charitable Donations

  • Proof of Educational-Related Expenses

  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms

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