What to Bring to Your Appointment

  • VALID PHOTO IDENTIFICATION


  •  SOCIAL SECURITY CARDS FOR YOU, YOUR SPOUSE AND YOUR DEPENDENTS


  •  FORM FOR HEALTH INSURANCE - FORM 1095-A, 1095-B, OR 1095-C IS NEEDED - DID YOU HAVE HEALTH INSURANCE FOR ALL 12 MONTHS?


  •  DO YOU HAVE INSURANCE FOR EVERYONE YOU ARE CLAIMING?


  •  BIRTH DATES FOR YOU, YOUR SPOUSE AND YOUR DEPENDENTS


  •  BIRTH CERTIFICATES FOR ALL DEPENDENTS


  •  DO YOU QUALIFY FOR THE FOLLOWING TAX CREDITS: CHILD TAX CREDIT, AMERICAN OPPORTUNITY  TAX CREDIT, OR EARNED INCOME TAX CREDIT??? YOU WILL ALSO NEED TO BRING IN PROOF OF  RESIDENCY FOR EACH DEPENDENT ALONG WITH SOCIAL SECURITY CARDS AND BIRTH  CERTIFICATES. (BRING ALL IF YOU ARE UNSURE IF YOU QUALIFY)


  •  BANK ROUTING NUMBERS AND ACCOUNT NUMBERS IF YOU HAVE A DIRECT DEPOSIT REFUND


  •  DID YOU OR YOUR DEPENDENT GO TO COLLEGE? YOU WILL NEED TO BRING FORM 1098-T,  ACCOUNT TRANSACTION HISTORY DATED 1-1-18 to 12-31-18, RECEIPTS AND TOTAL AMOUNT  FOR QUALIFYING COURSE EXPENSES (BOOKS, SUPPLIES, ETC.), LOAN DISBURSEMENT PAYMENT  STATEMENT/SCHEDULE, CREDIT CARD AND/OR BANK STATEMENTS FOR PROOF OF SELF PAYMENTS ​


  •  STUDENT LOAN INTEREST - FORM 1098-E


  •  WAGE AND EARNING STATEMENT(S) - FORM W-2, W-2G, 1099-R FROM EMPLOYERS-FINAL PAYSTUB, AS WELL. 


  •  INTEREST AND DIVIDEND STATEMENTS FROM BANKS - FORM 1099-INT AND 1099-DIV


  •  CONTRACT LABOR - FORM 1099-MISC AND ANY OTHER INCOME AND EXPENSES


  •  ALL FORMS 1099 FROM INVESTMENT FIRMS AND/OR SALE OF ASSETS


  •  RECORDS SHOWING YOUR INVESTMENT IN ASSETS SOLD


  •  TAX BOOKLETS SENT TO YOU BY INVESTMENT FIRMS THAT LIST INCOME EXEMPT FROM TAXATION


  •  OTHER RELEVANT INFORMATION ABOUT INCOME AND EXPENSES


  •  TOTAL AMOUNT PAID FOR DAY CARE AND DAY CARE PROVIDER'S TAX IDENTIFICATION NUMBER


  •  MANUFACTURER STATEMENTS FOR ENERGY EFFICIENT ITEMS PURCHASED & INSTALLED IN PAST  YEAR


  •  MEDICAL EXPENSES INCLUDING INSURANCE AND TRAVEL


  •  CHARITABLE CONTRIBUTION STATEMENTS, IF YOU ITEMIZE DEDUCTIONS


  •  IF WE DIDN'T DO YOUR TAX RETURN LAST YEAR - NEED A COPY OF YOUR LAST YEAR'S RETURN


  •  IF YOU DID NOT FILE A TAX RETURN LAST YEAR, PLEASE BRING A COPY OF THE LAST INCOME TAX  RETURN YOU DID FILE


  •  CITY RETURN - FILE & PAY WHERE YOU LIVE, PAY WHERE YOU WORK

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