What you need to bring to the Tax-Aide site
Please bring the items from the below list that apply to you:
Copy of last year’s federal and state income tax return(s)
Social Security cards and/or ITIN notices/cards or other official documentation that show the taxpayer identification numbers for every individual on your return
Government-issued Photo ID for each taxpayer
Checking or savings account information if you want to direct deposit any refund(s) or direct debit any amounts due.
Identity Protection PIN (IP PIN) (for each individual if applicable)
Income related documents:
W-2 forms from each employer
1099-G form for unemployment compensation or state/local income tax refunds
Form W2-G gambling winnings (and receipts for gambling losses)
SSA-1099 form showing the total Social Security benefits paid to you for the year, or RRB-1099, Tier 1 Railroad Retirement benefits form
1099 forms (or other statements) reporting interest (1099-INT), dividends (1099-DIV) and/or proceeds from sales (1099-B), plus documentation showing the original purchase prices if you sold stocks or other assets
1099-R form if you received a pension, annuity, or IRA distribution
1099-MISC, 1099-K, or other 1099 forms. If you have a business, bring a summary list of all your income (cash and non-cash) and all business-related expenses
Information about any other income of any form including cash or other than cash
Payments:
Records of any federal and/or state and/or local income tax paid (including quarterly estimated tax payments) if not shown on income documents
Deductions:
State of Iowa
Health Care (Medical/Dental/Vision) insurance premiums, paid by you and after-tax, plus Long Term Care insurance premiums are deductible. Always bring these statements with you.
Federal
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. If so, bring the following information:
1098 form showing home mortgage interest
A summary list of medical/dental/vision expenses including doctor and hospital bills and medical insurance premiums, prescription medicines, assisted living services, long-term care insurance and bills for medical related home improvements such as ramps and railings for people with disabilities
Summary of cash and noncash contributions to charity
Property tax bills paid during the year (frequently shown on mortgage statement)
Vehicle registration showing annual fee paid
Health Insurance:
1095-A forms if you purchased insurance through the Marketplace (Exchange)
1095-B/1095-C forms (optional)
Credits:
Dependent care provider information – name, address, telephone number and employer ID or Social Security number and amount paid to provider
1098-T form for education expenses plus statement of account from the educational institution showing tuition and fees actually paid and scholarships, grants, etc. received. Also bring a summary of any other education expenses.
1098-E form for student loan interest