Here’s what you’ll need to bring with you to your tax appointment:

Appointment Date: ___________________________  Appointment Time: ___________________________

  • Proof of identification (Drivers License, Government issued Photo I.D.).
  • Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration. If you or your dependent is not eligible to get a Social Security Number, you may need to obtain an Individual Taxpayer Identification Number (ITIN). We can help you do this.
  • Birth dates for you, your spouse and any dependents on the tax return.
  • Wage and earning statement(s) Form W-2, W-2G, and 1099-R, from all employers and payers. If you have not received your Forms W-2 from your employer and want to know what to do, we can help. Call us.
  • Self-employed business income and expenses - Forms 1099-MISC and 1099K.
  • Records of job-related educational expenses and un-reimbursed employment related expenses.
  • Interest and dividend statements - Forms 1099-INT and 1099-DIV.
  • Social Security, State Income Tax refund and Unemployment Compensation statements - Forms SSA-1099 and 1099-G.
  • Information on Broker and Barter Exchange Transactions - Form 1099-B.
  • Records of lottery or gambling winnings and losses.
  • Records of rental income and expenses, IRA contributions, and alimony paid or received.
  • Mortgage Interest Statement - Form 1098 (including home equity loans); and records of the purchase or sale of your residence.
  • Records of real estate and personal property taxes paid.
  • Records of state or local taxes paid (including sales tax*).
  • Records of canceled debt amounts - Form 1099-C.
  • Records of medical, eye care and dental expenses.
  • Receipts for cash and non-cash charitable contributions.
  • Tuition and Education Fees paid - Form 1098-T; and Student Loan Interest paid - Form 1098-E.*
  • Records of educator expenses paid.*
  • Records of moving expenses paid and any casualty or theft losses.
  • Total amount paid for a day care provider and the day care provider's tax identifying number - the provider's Social Security Number or Employer Identification Number.
  • Records of any qualified energy efficient home improvements paid.*
  • Health Insurance Marketplace Statement - Form 1095-A.**
  • Health Coverage Statements from your Insurer or Employer - Form 1095-B/1095-C.
  • Records of federal and state estimated taxes and foreign taxes paid.
  • A copy of last year’s federal and state tax returns, if available.
  • To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.

* This provision has expired, but may be extended by Congress, so bring it.
** If you purchased health insurance through a Federal or a State Marketplace.