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Here’s a list of items to bring with you when you get help filing your taxes:

Required:

  • Photo ID for all adults in the household
  • Social Security Card or Individual Identification Number for all people in the household
  • Birthdates for all persons listed on tax return
  • Income statements or W2s for each job
  • All 1099 forms received

Additional Items:

  • A voided check for your refund to be deposited automatically into your account through direct deposit
  • Expenses for educators of children in grades K-12 (pens, notebooks, tutoring, music classes, cost of instruments used in the classroom)
  • Expenses for university, college or technical college (Form 1098-T)
  • Interest statement for student loans (Form 1098-E)
  • Childcare expenses: provider name, address, Tax ID or Social Security Number
  • Charitable donations
  • Homeowner statements: mortgage interest statement, real estate taxes paid (Form 1098), Statement of Property Tax Payable
  • Any other reciepts or documents that will help prepare an accurate return

Please note that each tax return varies and additional information may be required depending on the tax return. The above listed items are just a guide of some of the requirements. 

Clients

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