Documents We Need
Below is a comprehensive list of the documents we may need to prepare a tax return
Review this list for the situations which apply to you and bring the forms or information listed
The envelope from your prior year's tax return will have the documents we used and can be a helpful source for what we will need this year.
If you are unclear whether a specific situation applies to you, be sure to ask your counselor about it during your appointment.
A government issued photo ID; If you are using a driver's license we need to see the front and back of it.
The front of your Social Security Card
Front of the individual's Social Security Card OR Individual Taxpayer Identification Number (ITIN)
Your most recent tax return
We will ask you to complete our Intake/Interview & Quality Review Sheet.
Your bank account and account routing numbers for direct deposit - we can get this information from a check
Information regarding any estimated tax payments you made to the IRS or your state tax agency
Some of our sites will provide a Taxpayer Packet which has forms they ask you to complete before coming in for your appointment. These forms include the Intake/Interview & Quality Review Sheet and other worksheets mentioned on this page.
Most Common
W-2 forms you received from each employer
Form 1099-G reporting Unemployment you received - this form is only available online by signing on to your account at www.labor.ny.gov/signin
Form 1099-INT - Interest Income
Form 1099-DIV - Dividend Income
Form SSA-1099 - Social Security Benefit Statement
Form 1099-R - Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, IRA's, or Insurance Contracts, etc.
Form W-2G - Certain Gambling Winnings
Amount of gambling winnings not reported on a Form W-2G AND the amount of gambling losses for the year, if you had gambling winnings.
Less Common
Form RRB-1099-R - Payments by the Railroad Retirement Board
Form 1099-MISC - Miscellaneous Income - income received from royalties, rents, prizes or awards.
Schedule K-1 Form 1120S - Shareholder's share of income, deductions and credits
Form 1099-C - Cancellation of nonbusiness credit card debt
Form 1099-S - Proceeds from real estate transactions
Form 982 - Forgiveness of main home mortgage
The amount of alimony you paid or received in the tax year
The name and Social Security Number of your former spouse
Form 1098-T - Tuition Statement - issued by the education institution attended
A listing of education expenses - a bursar's statement is helpful
Form 1099-Q - Payments from qualified education programs such as a Section 529 Savings Plan
Completing this Education Credits Worksheet will help identify the information needed for your return
Form 1099-NEC - Non-employee compensation
Documentation of all cash income received
Completing this Self-employed Worksheet will help identify the information needed for your return
Form 1099-K - Payment card and third party network transactions - you might receive this form if you drove for companies such as Uber, Lyft or DoorDash.
Form 1095-A - Health Insurance Market Place Statement
Information regarding the childcare or dependent care expenses you paid and the taxpayer ID of the individual or organization you paid for that care
Completing this Itemized Deductions Worksheet will help identify the information needed for your return
The Tax Information Statement you received from your broker which will include your broker's version of the following forms:
Form 1099-B - Proceeds from Broker and Barter Exchange Transactions
Form 1099-DIV - Dividend Income
Form 1099-INT - Interest Income
