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What To Bring With To Your Tax Appointment

Here is a list of what you need to bring with you (download a check list):

  • Prior year’s tax return

  • Valid picture I.D.

  • For each person listed on the tax return, bring birth date and one of the following:  Social Security card or Individual Taxpayer Identification Number (ITIN) card or letter

  • For direct deposit of your refund, bring a voided check or your savings account and routing information

Income statements or forms:

  • Wages from each job (Form 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)

  • Economic Stimulus Payment Amount received in 2009

If applicable also bring:

  • Year-end income statements for MFIP, SSI, MSA, GA, veterans’ benefits and workers’ compensation

  • Receipts for education expenses you paid for your children in grades K-12. For example:  tutoring, rental/purchase of musical instrument, music lessons, pencils, notebooks, etc.

  • Tuition expenses you paid to attend a university/technical college (Form 1098-T)

  • Interest you paid on student loans (1098-E)

  • Daycare expenses you paid for your children. Bring provider’s name, address and tax ID or social security number.

  • Charitable donations or cash and non-cash

  • Homeowners: Mortgage interest and real estate taxes paid in 2008 (Form 1098) and Statement of Property Tax Payable in 2009 mailed by the county in March

  • Renters: Certificate of Rent Paid (CRP) from your landlord