WHAT TO BRING TO MY TAX APPOINTMENT 

  • Social Security cards (self, spouse & dependents), copies not acceptable (Not a prior year tax return).
  • State-issued Photo ID (Driver License/State ID) for self & spouse (copy of spouse’s if spouse not present). 
  • All income forms: W-2, 1099, Social Security, DHHS, Unemployment statement, etc.
  • All Health Insurance documents including Form 1095A, 1095B or 1095C for everyone on the return.
  • Total 2018 Heat Expense (check recent utility bill).
  • Total Rent for 2018 and all landlords’ names &  addresses.
  • Property Tax Statement showing 2018 Taxable Value and Summer & Winter Taxes (Homeowners).
  • Copy of last year’s tax return, if available. 
  • Form 1098T for College/University tuition.
  • Documentation for itemized deductions (child care  expenses, mortgage interest, etc.) or other documents you think might apply.
  • Bank routing and account numbers for direct deposit (Debit Card will NOT work). 
  • Self-employed: organized list of income & expense records.