Please bring the following documents to complete your tax return. Failure to bring all documents to your appointment may delay completion of your tax return.
1. Picture ID for individual and spouse.
2. Original Social Security/Medicare card for all persons to be listed on tax return or an ITIN card for those without Social Security card.
3. Birth dates of all persons listed on tax return.
4. All wage and earnings statements, for example: W-2 Form, Social Security Income (SSI), Pensions, Annuities, Unemployment Compensation, etc.
5. Any interest and dividend statements (any Form 1099s).
6. Copy of last year's federal and state tax returns (if available).
7. Documentation supporting a claim to a dependent exemption due to dependents receiving support from multiple taxpayers (divorced or separated parents), for example: Form 8332, Form 2120, or other valid documentation.
8. Child care provider's Name, Federal ID or Social Security Number, and address. Also, provide the amount paid for child care.
9. If you paid real estate tax on your home, bring your paid receipt. This is deductible even if you are taking the standard deduction.
10. If you are itemizing your deductions, please bring a summary listing of your deductions and supporting details/receipts.
11. If you are taking college courses to further your education for a job, and you paid the tuition, please bring the tuition receipt and any financial aid or student loan statements.
12. If you want to have your refund deposited into your checking or savings account, bring your account details (a check assigned to the specific account).
13. Forms 1095-A, B or C, Affordable Health Care Statements