Documents you must bring to your appointment:

• Copy of your last year's federal & state tax return

• All Social Security / ITIN Cards, Photo IDs (Government Issue)

• W-2 forms showing income from your employer

• 1099-R forms showing pension or annuity payments

• SSA 1099 forms showing Social Security benefits

• 1099-DIV, -INT, -MISC, -OID forms showing dividends, interest, NYS tax refund, gambling income, etc

• Health Care information received from the Marketplace

• Any other information concerning your income or deductions

• Your bank information, if direct debit or refund via direct deposit is desired

Here is a more complete list documents we may use in preparing tax returns: Documents We Need

We prepare taxes for all individuals as long as their tax returns are within our scope. This document describes the returns we can and cannot handle.