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What to Bring Checklist

In order to complete your tax return, you must bring the following items to the tax site:

  • Valid driver license or photo ID (required)

  • Social Security Cards or ITIN letter for each taxpayer and all dependents on the return (required)

  • All W-2’s and 1099 Forms (required if applicable)

  • Birthdates for all dependents

  • Day Care Receipts and Provider ID #

  • Education Receipts (if any)

  • Your Spouse, if filing a joint return

  • Interest and dividend statements from your bank/savings

  • Mortgage property taxes or interest (if any)

  • Bank Account # and Routing # for direct deposit (a voided check is best)

  • Proof of Health Coverage Information