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Taxes

Tax Preparation Aid

PLEASE SEE SIDEBAR AT LEFT FOR THIS YEAR'S HELP LOCATIONS. THE LIBRARY IS NOT A TAX-PREPARATION HELP SITE.

What to Bring to Your Appointment

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse, and dependents
  • An Individual Taxpayer Identification Number (ITIN) letter, if applicable
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse, and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers
  • Interest and dividend statements (Forms 1099)
  • Health Insurance Exemption Certificate, if received
  • A copy of last year's Federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit (eg. a check)
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider's tax identifying number (SSN or EIN)
  • Forms 1095-A, B, and C, Health Coverage Statements
  • Copies of income transcripts from IRS and state, if applicable

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