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2020 Tax Prep Day What to Bring & What to Expect

Please be advised in order to prepare your tax return you must have all necessary documents at the time of check-in. If you do not have all documents you will be asked to return on another date.

Click here for a PDF version of the list of documents to bring and what to expect.

 

To ensure that you are able to file please remember to bring the following:

Documents 

  • Social Security card or ITIN document for each person on the return, including dependents
  • Government issued photo ID for Taxpayer (and spouse, if applicable).
  • Banking information ( account number and routing number) for direct deposit of refund
  • Last Year’s income tax return(s) may help in filing this year’s return. Not everyone will have filed a tax return last year.

 

Proof of Income

  • W-2 from each employer
  • Unemployment compensation statements
  • SSA-1099 Form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
  • 1099 Forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
  • 1099-R Form if you received a pension, annuity, or IRA distribution
  • 1099-MISC Forms
  • Information about other forms of Income
  • State or local income tax refunds

 

Payments

All forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments)

 

Health Insurance

  • 1095A Forms if you purchased insurance through the Marketplace (Exchange)
  • 1095B/1095C Forms (if applicable)
  • Any exemption correspondence from the Marketplace (if applicable)

 

Deductions

**Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. If you have a substantial amount of deductions, you may want to itemize. You will need to bring the following information: 

  • All forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments)
  • 1098 Form showing any home mortgage interest
  • A list of medical/dental expenses (including doctor/hospital bills and medical insurance premiums), a list of prescription medicines, costs of assisted living services, and bills for home improvements such as ramps and railings for people with disabilities
  • Summary of contributions to charity
  • Receipts or canceled checks for all quarterly or other paid tax
  • Property Tax bills and proof of payment

 

Credits

  • Dependent care provider information (name, employer ID, or Social Security number)
  • 1098-T and 1098-E Forms (Tuition and Student Loan Interest)