What to Bring

  1. Original or photocopy of social security card for you, spouse and all dependents (You MUST bring this!!)
  2. Photo I.D. for you (and spouse if applicable)
  3. Amounts of both Economic Impact Payments (last year and recently) received for family as Covid-19 stimulus payments
  4. All income information (such as Forms W-2, 1099-Misc, 1099-INT, 1099-DIV, SSA-1099 or RRB-1099 and 1099R ).
  5. Form 1099-G or record of unemployment received, and any federal tax withheld from unemployment.
  6. Property tax and mortgage interest statements.
  7. List of your medical, interest, contributions, and miscellaneous expenses (to itemize your deductions).
  8. Copies of last year’s tax return (helps volunteer prepare this year’s return).
  9. Childcare payment information and name, address and SSN/EIN of your childcare provider.
  10. Bank routing and account number for direct deposit.
  11. Any information about education expenses (Form 1098-T). It is best to prepare tax returns for entire family at the same time to maximize education tax credits.
  12. Form 1095-A if you purchased insurance through the Healthcare.gov Marketplace.
  13. Completed Interview and Intake Questionnaire.