No matter which tax site you visit here is a list of what to bring to your tax preparer.
For each person listed on the return, bring:
- Social Security Card or Individual Taxpayer Identification Number (ITIN) card or letter.
- Birth Date
- Prior year’s tax return
- Valid picture I.D.
- Income Statement or Forms
- Wages from each job (W-2)
- Interest (Form 1099-INT)
- Dividends (Form 1099-DIV)
- Retirement Plans (Form 1099-R)
- Gambling Winnings (Form W-2G)
- Unemployment (Form 1099-G)
- Social Security Benefits (Form SSA)
- Miscellaneous Income (Form 1099-MISC)
- Sales of stock (Form 1099-B)
- Affordable Health Care Statements (Forms 1095 -A, B, or C)
If applicable also bring:
- Amounts paid for qualified education expenses of higher education for an eligible student. For Example, books and supplies necessary for classes.
- Tuition expenses you paid to attend a university/technical college (Form 1098-T).
- Interest you paid on student loans (Form 1098-E).
- Daycare expenses you paid for your children. Bring the provider’s name, address and tax ID or Social Security number.
- Records of cash and non-cash contributions.
- Homeowners: Mortgage interest and real estate taxes paid (Form 1098) and/or Property Tax statements sent out by the county.
- Renters over age 62: Certificate of Rent Paid from your landlord.
To have your refund quicker, bring your checking and/or savings account and routing number or apply for a free MyRA account, a prepaid debt card at the site, or choose to purchase a US Savings Bond for you or someone else. Please note that if you are married and filing a joint tax return both spouses must be present to sign, not necessarily at the same time.