|
| Here’s
what you’ll need to bring with you to your tax appointment… |
 |
| Appointment
Date: ____________________ |
|
| Appointment
Time: ____________________ |
|
 |
Proof
of identification (Drivers License, Government issued Photo
I.D.) |
|
Social
Security Cards for you, your spouse and dependents and/or a
Social Security Number verification letter issued by the Social
Security Administration. If you or your dependent is not
eligible to get a Social Security Number, you may need to obtain
an Individual Taxpayer Identification Number (ITIN). We can help
you do this. |
|
Birth
dates for you, your spouse and any dependents on the tax return |
|
Wage
and earning statement(s) Form W-2, W-2G, 1099-R, from all
employers. If you have not received your Forms W-2 from your
employer and want to know what to do, we can help. Call us. |
|
Interest
and dividend statements from banks (Forms 1099) |
|
A copy
of last year’s Federal and State returns, if available |
|
Total
amount paid for a day care provider and the day care provider's
tax identifying number - the provider's Social Security Number
or Employer Identification Number |
|
To
file taxes electronically on a married filing joint tax return,
both spouses must be present to sign the required forms. |