Preparation is the key to a complete tax return. To help your tax preparer claim the maximum tax credits for you, you should bring all of the below items.

 

Please note, some items may not apply to some taxpayers. For example, education credits do not apply for families that do not have any members in K-12 schools or higher education.

 

Identification Details

Bring your proof of identification for yourself and your spouse for taxes

 

❏ Photo ID

 

For all persons listed on the tax return:

 

❏ Birth date

 

❏ Social Security card or Individual Tax Identification Number (ITIN) card or letter

 

Income and public benefit statements Details

Need your W-2 for taxes? It should arrive by Jan. 31, 2015

❏ Income statements or W-2s for each job

 

❏ All 1099 forms received

 

❏ Year-end income for MFIP, SSI, MSA, GA, veterans’ benefits, workers’ compensation

 

Education Credits and Adjustments Details

Don't miss out on education tax credits!

 

❏ Receipts for dependents’ K-12 educational expenses (including school supplies, tutoring, art classes)

 

❏ Tuition expenses for university, college or technical college (Form 1098-T)

 

❏ Interest statement for student loans (Form 1098-E)

 

Child and dependent care credits Details

You worked hard taking care of your family, get tax credits for it!

 

❏ Child care expenses:

 

Provider name, address, Tax ID or Social Security number

 

Itemized deductions Details

Itemized returns can take advantage of donations, medical expenses, and mortgage interest.

 

❏ Charitable donations

❏ Medical expenses

❏ Mortgage interest statement (Form 1098)

 

Property Taxes Details

❏ Homeowner statements: mortgage interest statement (Form 1098), Statement of Property Tax Payable in 2014

❏ Renter statements: Certificate of Rent Paid

 

Additional documents Details

Bring if available:

 

Bringing your direct deposit info and last year's taxes can help you file taxes

❏ Last year’s tax return

❏ Direct deposit information:

 

voided check or routing and account number