What to Bring to Your Tax Appointment

Identification

Please know that even if we did your taxes last year and the preparer remembers you, the volunteer still has to see your identification or we risk being shut down by the IRS! It’s for your protection and our tax sites will be strictly enforcing this policy.

Please bring a combination of the following:

• Valid Picture ID for all taxpayers
• Copy of your most recent tax return filed
• Social Security cards or ITIN letters for you, your spouse and all dependents (Note:
• Medicare card does not qualify even though it has your Social Security number on it)
• Birth Dates for you, your spouse, your children, and all dependents

Income Documentation

Please bring the following:

• W-2, W-2G, 1099-R, 1099-SSA and 1099-G Forms from all employers and income sources such as unemployment or Social Security
• Proof of income from jury duty, gambling, cash to keys, etc (anything reported to you on Form 1099-MISC).
• Documentation of any other income such as prizes, awards, scholarships, fellowships,
• lottery or gambling winnings

If You Itemize Your Deductions, Bring All Related Expense Documents

• Child or dependent care expenses including the provider’s address and Federal ID#
• Mortgage Company Statements /Mortgage Interest
• Adoption Expenses
• Alimony paid or received
• Documentation from a home purchase
• Any notices received from the IRS
• Property tax bills
• College tuition and student loan interest statements
• Medical Expenses
• Real Estate Tax Statements
• Sales Tax Statements
• Charitable Contributions Receipts
• Unreimbursed Business expenses related to your job