Items to bring for tax preparation
Please bring all of the documents listed below that apply to you when you visit .
- W-2s and other wage statements you and your spouse received from all your employers for Tax Year 2009.
- Social Security cards for yourself and everyone in the household that you support, including your spouse, and children, grandchildren, relatives and foster children.
- The dates of birth for all people you are claiming as dependents.
- Your driver's license or other state issued photo ID card, and for spouse if applicable.
- Last year's tax return, if you have one, as well as any additional items (such as mortgage statements) that you think may impact your tax return, even if you are not sure.
- If you received any 1099 forms for 2009, bring them. You may have 1099 forms if you received income from Social Security, Railroad Retirement, Unemployment, Interest, or Dividend Income.
- If you paid for day care in the past year, bring your co-pay statement for Day Care for the year 2006, including the social security number or EIN of your day care provider, the Providers name, and the day care address.
- If you received any advance child tax credit payment in 2009, bring in Notice 1319, showing proof of the amount received.
- If you paid for higher education, such as college or a trade school, bring form 1098-T showing evidence of payment.
- If you would like to get your refund by direct deposit, bring a blank check from your bank account.
- If filing jointly, both filer and spouse must be present to sign.