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.
- Photo ID for taxpayer (and spouse, if applicable).
- Original Social Security card for all persons to be listed on tax return, or an ITIN card for those without Social Security card.
- Birth dates of all persons listed on tax return.
- All wage and earnings statements, for example: W-2 Forms, Social Security Income (SSI), Pensions, Annuities, Unemployment Compensation, etc.
- Any interest and dividend statements (any Form 1099s).
- Copy of last year's federal and state tax returns (if available).
- Child care provider's name, Federal ID or Social Security Number, and address. Also, provide the amount paid for child care.
- If you are itemizing your deductions, please bring a summary listing of your deductions and supporting details/receipts.
- 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.
- If you want to have your refund deposited into your checking or savings account, bring your account details (a voided check meets this requirement).
- Forms 1095-A, Health Insurance Statement, if you had coverage through the Marketplace or HealthCare.gov.
You may download and print a PDF version of this list by clicking here.