Tax Assistance Checklist

Bring the following items to the tax site:

  • Picture ID for Self and Spouse (REQUIRED)
  • Social Security Cards or Individual Tax ID Numbers for EVERYONE on your Tax Return (Taxpayer, Spouse, Children, and all other Dependents)
  • Income Documentation (W2’s, 1099’s, Unemployment, Social Security, Alimony or Maintenance, Interest, Sales of Stocks, Cash Income, Scholarships, etc.)
  • Documentation for Deductions and Expenses (Property Taxes, Home Mortgage Interest, Medical Expenses, Charitable Contributions, Unreimbursed Employee Business Expense, Student Loan Interest, Alimony Paid, Unreimbursed Educators Expense, Self-Employment Expenses, etc.)
  • Documentation for Tax Credits (Child and Dependent Care Receipts, Proof of Tuition Expenses-1098T, Receipts for Energy Ef cient Upgrades to your Main Home, etc.)
  • Health Insurance Statement (1095-A, 1095-B, 1095-C) Proof of Health Insurance for everyone on your Tax Return. If insurance was obtained through Kynect or HealthCare.gov for anyone on the Tax Return the 1095-A is REQUIRED
  • A copy of last year’s income tax return.
  • For Direct Deposit (The Fastest and Safest way to Receive your Refund) Documentation of personal Bank Accounts with Bank Routing Numbers