When you come for your in-person tax preparation, be sure to have:
• ORIGINAL Social Security cards & correct birthdates for all family members (No copies)
• Photo IDs (If filing jointly, both spouses must present an ID and be present)
• Last year’s federal income tax return
• W-2 forms for all jobs worked during the current tax year
• All 1098 forms (for mortgage, higher education expenses, etc)
• All 1099 & other income forms
• Form 1095-A (ACA Healthcare)
• Amount of any income not reported on a statement
• Records of deductible/qualified expenses not shown on a statement
• A voided check and/or savings account number for direct-deposit (encouraged)
• Childcare provider info (name, address, tax ID/social security number)