Preparing For Your Visit
Documents Needed
W-2s for each job held in the tax year for every person in the household. This form reports your name, wages, and other tax information to the IRS.
1098s showing payments you’ve made (school loans, mortgage interest).
Income/Interest statements received for any savings account/investments.
Logbooks or spreadsheets used to track income and expenses related to your business.
Receipts and/or bank statements to show proof of payments.
Bank account numbers: A voided check or your bank or credit union routing number or savings or checking account number for your refund to be deposited automatically into your account through direct deposit.
Last year’s tax return (if you have it.
For Additional People
Name and taxpayer number as they appear on the Social Security Card (SSN) or Individual Taxpayer Identification Number (ITIN) letter for you and all dependents (including children and elderly relatives that you care for)
Current Identification (Driver’s license, State Id, Passport, Matricula ID).
For a Larger Refund
Gather additional items to get a larger refund:
Childcare expenses: Name, address, Tax ID, or Social Security number of the child care provider.
College loans and/or scholarships received, and bills for technical/community college or university (Forms 1098-T/1098-E).
Educator expenses for teaching grades K-12 (school supplies and materials used in the classroom).
Charitable donations: List of contributions and amounts, receipts for contributions over $250.
Vehicles: Vehicle sales tax, personal property tax statement for each car you own, total miles were driven for the year, and/or total miles were driven for business.
Renters: Amount of rent paid.
Homeowners: Mortgage interest statement (Form 1098), real estate taxes paid, and statement of property tax payable in 2019.
Retirement/IRA: Amount contributed to an IRA and total value as of December 31st, 2019.
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