Tax Documents
Avoid multiple trips by bringing your important papers and information when you meet with your tax preparer.
- Photo ID for all adults on return
- Social Security card or verification letter, or Individual Taxpayer Identification Number (ITIN) assignment letter, for everyone to be listed on tax return
- Date of birth for every individual to be listed on tax return
- All wage and earning statements, for example: W-2 forms Social Security Income (SSI), pensions, annuities, unemployment compensation, etc.
- Any 1099 forms for other income and interest received during tax year
- Child care provider name, address, and tax ID number or SSN, and amount paid during tax year
- Copy of last year’s state and federal tax returns
- If you are itemizing your deductions, please bring a summary listing of your deductions and supporting details/receipts
- Any college tuition receipts, financial aid or student loan statements
- Other applicable tax-related documents, such as: interest statements, federal loan documents, retirement statements, list of organization to which you made charitable donations, etc.
- Any letters, correspondence, or other documents sent to you by the IRS or your state tax administration
- Forms 1095-A, Affordable Health Care Statement
Account Information
Bring your bank or credit union account information so you can easily deposit your refund and use some of your refund for savings.
- Bank, credit union, or prepaid card account and routing number
- Or a voided check
You may download and print a PDF version of this list by clicking here.