Tax Preparation Checklist

Here’s a handy list of things that you must bring to your appointment:

  • Valid picture I.D.
  • Social Security cards, ITIN cards or letters for all persons listed on the tax return
  • Prior year’s tax returns
  • Written verification of bank routing and account numbers for direct deposit (voided check, bank statement or other document from your bank showing your bank routing and account number)

Income statements or forms:

  • Wages from each job (W-2)
  • Interest (Form 1099-INT)
  • Dividends (Form 1099-DIV)
  • Retirement plans (Form 1099-R)
  • Gambling winnings (Form 1099-2G)
  • Unemployment (Form 1099-G)
  • Social Security benefits (Form SSA)
  • Year-end income statements from welfare benefits, SSI, veterans’ benefits and workers compensation
  • Tuition expenses you paid to attend a university or technical college (Form 1098-T)
  • Interest you paid on student loans (Form 1098-E)
  • Day-care expenses you paid for your children; bring provider’s name, address, tax
  • ID or Social Security number
  • Charitable donations of cash or non-cash
  • Homeowners: Mortgage interest and real estate taxes paid in 2017 (Form 1098) and statement of property tax payable in 2018 mailed by the county in March

Health Insurance Forms:

1) Bring Form 1095-A if you or your dependents received health insurance through Covered California.

2) Bring Form 1095-B or 1095-C if you had coverage from another source.

Download Intake/Interview & Quality Review Sheet form in English or Spanish.