What to Bring -- Individuals and Families

Here is a list of what you need to bring with you:

(download a check list)

• For each person listed on the return, bring: 1.) Social Security card or Individual Taxpayer Identification Number (ITIN) card or letter AND 2.)  Birth date

• Prior year’s tax return
• Valid picture I.D.
• 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)
• Miscellaneous income (1099-MISC)
• Sale of stock (1099-B)

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)
• Day care expenses you paid for your children. Bring provider’s name, address and tax ID or social security number.
• Records of cash and non-cash charitable contributions
• Homeowners: Mortgage interest and real estate taxes paid in 2012 (Form 1098) and Statement of Property Tax Payable in 2013 mailed by the county in March
• Renters: Certificate of Rent Paid (CRP) from your landlord