What documents do I need to have ready for my appointment?
- Original Social Security Cards or ITIN numbers for all who will be listed on the tax return (spouse, if married, and any dependents being claimed).
- Picture ID for taxpayer and spouse, if married. (must be a Driver's License, state-issued ID, Miami Community ID, passport, or other official document).
- All W-2's issued for ALL places worked in the previous year.
- Account and routing number for checking or savings account on a bank document for direct deposit of refunds.
- If you received a Premium Tax Credit in the previous year through the Affordable Care Act Marketplace Insurance Plan (Obamacare), you must bring form 1095-A.
- Copies of any 1099's issued.
- Bank account interest year-end statements.
- Student loan interest statement.
- Proof of child care expenses paid (statement from provider with EIN# or Social Security number).
- State of post-secondary education tuition expenses paid.
- Social Security year-end statements (1099-SSA).
- Any other documents related to taxes.
- Copy of last year's taxes.
- Copies of last year's mortgage interest statements.
- Real estate taxes statement.
- Proof of charitable donations.
- Statement of work-related expenses.
- Auto registration and taxes paid in the previous year.
