What to Bring

  1. Social security cards or current record of SSNs for you, spouse and all dependents.
  2. Photo I.D.
  3. All income information (such as Forms W-2, 1099-Misc, 1099-INT, 1099-DIV, SSA-1099 or RRB-1099 and 1099R ).
  4. Form 1099-G or record of unemployment received and any federal tax withheld from unemployment.
  5. Property tax and mortgage interest statements.
  6. List of your medical, interest, contributions, and miscellaneous expenses (to itemize your deductions).
  7. Copies of last year’s tax return (helps volunteer prepare this year’s return).
  8. Child care payment information and name, address and SSN/EIN of your child care provider.
  9. Bank routing and account number for direct deposit.
  10. Any information about education expenses (Form 1098-T).
  11. Form 1095-A if you purchased insurance through the Healthcare.gov Marketplace. Bring your exemption certificate number if you received an exemption through the Healthcare.gov Marketplace.