Documents Needed For Tax Appointments
- All items from the Economic Assistance required documents list
- ID and Social Security Cards for you and your spouse, if filing jointly
- Bank account number and routing number for direct deposit
- Agreements or court orders showing who can claim dependents if divorced or separated
- Previous year’s tax return
- All tax documents for you and your spouse, if filing jointly
- Earned income: W-2, 1099-MISC
- Retirement distributions; 1099-R, SSA-1099, RRB-1099, CSA-1099R
- Investment income: 1099-INT, 1099- OID, 1099-DIV
- Miscellaneous Income: 1099-G, W-2G, 1099-C, 1099-SA, alimony payments, taxable scholarships received, records of any other taxable income
- Health coverage; 1095-A, 1095-B, 1095-C
- Mortgage: Form 1098
- Retirement: Form 5498
- Education: Form 1098-T, Form 1098-E
- Expense records: child care, business expenses, medical expenses, charitable contributions, disaster and theft losses, alimony payments, gambling losses