What to Bring

When you visit a free tax preparation site, be sure to bring the following items with you on the day of service:

  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.
  •  Original (no copies) of Social Security Cards for taxpayer, spouse if married, and any dependents being claimed.
  •  ITIN applications and renewals are free when you file a federal tax return.
  •  Picture ID for taxpayer and spouse (must be a Driver’s License, state-issued ID card, or other official documents).
  •  All W-2’s for all places worked in the previous year.
  •  Voided check or savings account number on a bank document for direct deposit.
  •  If you received a Premium Tax Credit in the previous year through the Affordable Care Act marketplace (Obamacare), form 1095-A.

If applicable, please also bring the following items:

  • 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).
  • Statement of post-secondary education tuition expenses paid.
  • Social Security year-end statements.
  • Any other documents related to taxes.
  • Copy of last year's taxes.

If you are itemizing your deductions, please bring the following:

  • 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.