When tax season arrives in the United States, many people get overwhelmed thinking about what papers they need to file their taxes. The good news is that if you prepare in advance and know what documents to bring, the process is fast, safe, and stress-free.
This guide is specially designed for Hispanics in Odessa and Midland, Texas, so you have a clear and complete list of what to bring when you come to file your tax return. Whether it’s your first time or you already have experience, this will help you maximize your refund or, if you need it, request a refund advance.
What documents do you need to prepare your taxes in Texas?
The documents are divided into several categories. Here they all are, explained step by step:
Identification documents
You will need:
- Your ITIN or your Social Security Number (SSN)
- Photo identification (Texas ID, passport, or consular ID)
- Driver’s license number (if you have one)
If you are filing your return with your spouse, both must bring valid identification.
Tip: If you don’t have an SSN and need an ITIN, at Income Tax USA & Insurance we can help you with the application.
Income documents (the most important)
Depending on how you work, you should bring one or more of these:
| Type of income | Form / Document |
|---|---|
| Salary or formal employment | Employer’s W-2 |
| Self-employment, freelance or gig economy (Uber, DoorDash, Amazon Flex, etc.) | 1099-NEC or 1099-K |
| Bank interest | 1099-INT |
| Dividends, investments | 1099-DIV |
| Unemployment insurance | 1099-G |
| Social Security payment | SSA-1099 |
| Pension or retirement | 1099-R |
Important: even if you do not receive forms for your income, you must report it. Hiding it can cause fines.
Documents for your dependents
If you are going to include dependents on your return (children, relatives in your care), bring:
- Social Security card or ITIN of each dependent
- Certificates or papers that demonstrate cohabitation in the U.S., such as:
- School report cards
- Medical history
- Letter from the school or pediatrician
- Proof of housing in their name
If your children were born in the U.S. and you do not have an SSN, you can still declare them as dependents with their American citizenship and obtain important credits.
Expenses that can give you credits or increase your refund
Many Hispanics lose money by not bringing proof of their expenses. In fact, this is one of the 10 most common mistakes made when filing taxes in Texas. These are the ones that help the most:
- Daycare / childcare payment
- Mortgage interest
- Property taxes
- Educational expenses: Form 1098-T
- Donations to non-profit organizations
- Medical receipts in some cases
These expenses can help you receive credits, such as: Child Tax Credit, Earned Income Tax Credit (EITC) or educational credits.
Documents for small businesses and self-employed workers in Texas
If you are a contractor, small business owner, or gig worker, don’t forget:
- Income per application (Uber, Lyft, Instacart…)
- Receipts for expenses related to your business:
- Gasoline and vehicle maintenance
- Tools, uniforms, telephone
- Software and services used for work
- Reports / statements provided by digital platforms
At Income Tax USA & Insurance we help you separate deductible expenses to lower your tax burden.
Health insurance and Marketplace documents
This applies if you received government assistance for your insurance:
- 1095-A from the Marketplace
Without this form, your return may be incomplete or withheld.
Bank accounts for refund and advance
Bring:
- Name of the bank
- Account number
- Routing number
This is essential if you want:
- Faster refund
- Refund advance
What if I’m missing a document?
Don’t worry! At Income Tax USA & Insurance:
- We help you get copies of missing W-2s and forms
- We can track 1099s on digital platforms
- We guide you on how to obtain ITINs or temporary numbers
- We tell you exactly what to bring to the next appointment
No one scolds you here — we help you.
What can you recover if you bring your complete documents?
With good advice you can obtain:
- Credits for children even if you do not have an SSN
- Maximum refund allowed by law
- Possibility of receiving an advance of up to $6,000
- Benefits for self-employed workers
- Options to pay less or defer payments when possible
In the end, this translates into more money in your pocket.
Receive advice from Income Tax USA & Insurance
If you live in Odessa or Midland, TX, and want to do your taxes easily, safely, and in Spanish, the most important thing is to come with your documents ready. With that, we take care of the rest:
- Tax preparation
- Refund advance
- Accounting and payroll
- Insurance (auto, home, business…)
- Public notary
At Income Tax USA & Insurance, we take care of your money and your peace of mind. If you want to know what the key dates for the 2026 Tax Season will be or receive more information, do not hesitate to contact us now.
