Key documents you will need to bring to your appointment:

• Copy of last year’s federal & state tax return

• W-2 forms showing income from your employer

• 1099-R forms showing pension or annuity income

• 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, if any

• Real Estate Taxes if you own your home

• Any other information concerning your income or deductions

• Photo ID and Social Security/ITIN cards

• Bank information, if direct deposit or refund direct deposit desired

Here is a more complete list documents we 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.