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Documents Required:
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Items needed for tax preparation:
• Proof of identification – Picture ID
• Social Security card(s) or Individual Taxpayer Identification Number(s) or ITIN(s)
• W-2’s, 1099’s, gambling, Social Security, unemployment and any other tax documents/forms
• A copy of last year's return, if available
• Health insurance information
• 1095A, 1095B or 1095C Form for health insurance
• Interest and dividends statements
• Bank routing and account numbers for direct deposit
• Day care/provider information if applicable
• If married filing jointly, both spouses must be present
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