What You Need to Have Your Taxes Prepared

  • Your spouse. If you are filing a joint return, your spouse must be present with you.
  • Photo ID issued by the state or federal government. For yourself and your spouse if you are filing jointly. For example: driver license, state ID, passport, Green Card, etc.
  • Social Security card, individual Taxpayer Identification Number letter or a letter from the Social Security Administration with the correct Social Security numbers. For yourself and everyone to be claimed on your tax return. Copies of past tax returns are NOT acceptable as proof of Social Security numbers. This means that you MUST have Social Security cards (or copies of the cards) for every dependent you are claiming.
  • W-2 forms for all 2020 jobs (last paystub is NOT acceptable).
  • Form 1099-B, if you have income from the sale of stocks, bonds or other assets.
  • Form 1099-C, if you have a forgiveness of debt.
  • Form 1099-G, if you received unemployment insurance in 2020.
  • Form 1099-INT, if you received interest from a bank account in 2020.
  • Form 1098, if you paid real estate taxes and/or mortgage interest.
  • Form 1098-E, if you paid student loan interest for post-high school education in 2020.
  • Form 1098-T, if you paid tuition for post-high school education in 2020.
  • Form 1099-DIV, if you received dividends in 2020.
  • Form 1099-R, if you receive a pension, or Form SSA-1099, if you collect Social Security.
  • Form 1095-A, if you were enrolled in a qualified health plan through the Health Insurance Marketplace in 2020.
  • Form 1095-B, if you are a resident of New Jersey. Due to state requirements, this form may need to be included with your local tax return. Please check with your tax advisor for more information.
  • To claim child-care expenses, provide the total amount you paid in 2020, and the child-care agency’s tax Employer Identification Number (EIN) or the child-care provider’s name and Social Security number.
  • A voided check with routing and account numbers, if you want to use direct deposit.
  • Amounts of any other income from your records (jury duty fees, cash earnings, gambling winnings [Form W2-G], etc.).
  • A copy of last year’s federal and state tax returns, if available. Note: If you received the EITC credit last year, you must provide your completed 2019 Schedule EIC Form 1040 or 1040-SR and EIC Worksheet A or Worksheet B.
  • Copies of last year’s Economic Impact Payment (EIP) Notices 1444-A and 1444-B. Note: If you cannot provide these notices, you must provide the total amount of payment you received.