Having the below listed items with you when you visit one of the free tax preparation sites will help our IRS-certified tax preparers provide you with the fullest refund and credits that you are eligible for. We recommend that you print this page to use as a checklist when collecting these items.
What Information Do You Need to Bring to a Free Tax Preparation Site?
Having the below listed items with you when you visit one of the free tax preparation sites will help our IRS-certified tax preparers provide you with the fullest refund and credits that you are eligible for. We recommend that you print this page to use as a checklist when collecting these items.
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Bring Social Security Cards for you and all your dependents. You must provide one of the following items for each individual who has a social security number or ITIN:
- Social Security Card, Social Security Statement [1099-SSA], or letter or notice from the Social Security Administration showing both SSN and name.
- Federal Pension or Annuity Statement [1099-R]
- Individual Tax Identification Number (ITIN) letter or card
- Bring your photo ID (and your spouse’s photo ID if filing a joint return)
- List of birth dates for all individuals to be claimed on tax return.
- If you claim dependents on your tax return, also bring their income documents.
- If you purchased health insurance through the exchange/marketplace, bring form 1095-A.
- All forms you might have received for doing work during the year. These forms could be W-2, 1099MISC, or 1099-G (for unemployment compensation)
- If you own your home, bring the amount of real estate taxes you paid. You need this information even if you do not itemize.
- All forms pertaining to retirement income, usually on a 1099-R
- All information regarding Social Security payments received during the year
- Any other income records (such as a statement from your bank showing the interest you received during the year)
- Records of expenses for tax credits and deductions such as the name, address and taxpayer identification number of a child care provider
- Records of student loan payments
- Records of payments for educational expenses, such as college tuition
- A copy of your prior-year tax return, if you have it. This is very important if you itemized in last year.
- If filing a joint return, both of you must be present to electronically file
- If you want to receive your refund faster and/or would like to have it sent directly to your bank account so you don’t have to worry about a lost or stolen refund check: bring an original or copy of a check, or contact your bank to get the routing number and account number. If you only have a savings account, contact your bank to get the routing number and account number.
- If you moved to a new state during the tax year, the date you moved to the new state.
About Capital Area Asset Builders
Capital Area Asset Builders (CAAB) is a non-profit organization whose mission is to empower low- and moderate-income residents of the Greater DC Area to take control of their finances, increase their savings, and build wealth for a better future.
Connect with CAAB via our social media platforms:
- Twitter: @CAAB_GreaterDC
- Facebook: https://www.facebook.com/CapitalAreaAssetBuilders
- LinkedIn: https://www.linkedin.com/company/capital-area-asset-builders
