As a general rule, bring anything that says "important tax document" or is a 1099 or 1098. You can't use your last pay stub to file.
Forms to bring:
NYS driver’s license or other photo ID
All wage statements (W-2)
All retirement income statements (1099R)
Statements of Self-Employment income (1099M) (try to recall any associated expenses)
Social Security Statements (1099SA)
Unemployment Statements (1099G)
If you received a 1095A (from the health ins marketplace), we'll need to see it
Statements reporting interest earned (1099INT)
If you are applying for the EIC we'll need social security cards, birth certificates, and proof of residence for your children
Statements reporting dividends (1099DIV)
Statements of Stock/Fund sales (1099B)
If you purchased or sold property this year, bring the closing statement(s)
Your 1098s reporting mortgage interest paid. if the 1098 does not report property tax paid, bring your tax receipts
If we have not done your taxes previously, please bring a copy of last year's return
If anyone in your family attended school (post high-school) this year we'll need the 1098T from the school; if paying student loans the 1098E (both of these are generally available online)
If you expect to itemize deductions, add up any charitable contributions
Have any questions?
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