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 or other official documentation for yourself and all dependents

  • Photo ID

  • Check with printed bank information (if Direct Deposit of Refund is requested)

Income related documents:

  • W-2 forms from each employer

  • Form W2-G gambling winnings (and receipts for gambling losses)

  • SSA-1099 form if you were paid Social Security benefits

  • state income tax refund statement

  • All 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.) showing interest and/or dividends and documentation showing original purchase price of sold assets

  • 1099-R form if you received a pension or annuity

  • 1099-MISC showing any miscellaneous income

  • Unemployment compensation statements

Payments:

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

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:

    • 1098 Form showing any home mortgage interest

    • A list of medical/dental expenses (including doctor and 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 with receipts or cancelled checks

    • Receipts or canceled checks for all quarterly or other paid tax

    • Property Tax bills and proof of payment

Credits:

  • documentation relating to any tax adjustments or credits you may be entitled to such as tuition statements, child and dependent care expenses, real estate taxes, car registration/excise tax, mortgage interest, charitable donations, home energy efficiency item purchases, and year-end statements from investment accounts

  • Dependent care provider information (name, employer ID, Social Security number)

Health Insurance:

  • The Affordable Care Act (ACA) requires additional information about insurance coverage for each person on a tax return. In order to have a return prepared, taxpayers need to bring the following information:

    • If taxpayer purchased health insurance through the Marketplace/ Exchange, bring form 1095-A (should receive in mail by January 31)

    • Health insurance coverage for taxpayer, spouse and all dependents

    • If taxpayer doesn’t have full-year coverage, information on monthly coverage

    • Any health care exemptions received from the IRS or the Marketplace/Exchange

    • Information on insurance coverage for taxpayer, spouse and for each dependent who has a filing requirement