Items you must bring with you

   1.  -Picture ID for taxpayer and spouse (if filing jointly)

   2.  Social Security Card  for taxpayer and all dependents

       The following can be used in lieu of Social Security Card

            -any document from Social Security with full number and name

            -prior year tax return that was submitted 

             -Form SSA-1099-SM

    3.  All IRS documents, like Forms W-2, SSA-1099-SM, 1099-R, 1099-INT, etc.