What to bring

 

Identification

  •  Photo ID

  • Social Security card or verification letter, or Individual Taxpayer Identification Number (ITIN) assignment letter, for all family members

  • Identity Protection Pin (IP PIN), if you have been issued one

Tax Documents

  • W-2 forms for all jobs worked

  • Form 1099-G for unemployment compensation and state or local tax refunds

  • Form W-2G and other

  • Form 1099 forms for other income in

  • Form 1099-R

  • Form 1099-NEC & Form 1099-MISC

  • Form 1099-INT, Form 1099-DIV & Form 1099-B

  • Form 1099-C (if you had debt discharged)

  • Child care provider name, address, and tax ID number, and amount paid for the year

  • Copy of last year’s federal tax returns (and state, if applicable)

  • Other applicable tax-related documents, such as: interest statements, federal loan documents, retirement statements, list of organizations to which you made charitable donations, etc.

  • Form 1098-E & Form 1098-T

  • Form 1098 Mortgage Interest Statement (for Homeowners)

  • Any letters, correspondence, or other documents sent to you by the IRS or your state tax administration

  • Forms 1095-A, B or C, Affordable Health Care Statements, or health insurance exemption certificates

  • Form 1099-SA & Form 1099-HSA

Things there may not be a specific tax form for

IRA Contributions Form 5498

Adoption costs—SSN of child, legal, medical, and transportation costs

Medical and dental expenses

Energy credits (for solar or other energy efficient improvements to your home)

Active Duty Military Members - Moving on orders

State and local income taxes paid

Bank Account Information