Forms and Documents

Forms and Documents to Bring to Your Appointment

Below are the information items you must bring with you for the Tax-Aide service to help you prepare your tax return. By preparing the documents and filling out the forms in advance you will help streamline and expedite the process of preparing your tax return.  

Forms

• Intake/Interview & Quality Review Sheet (IRS Form 13614-C) - Fill out the form online and bring a printed copy with you. A Spanish version of this form is available here. Filling out this form is MANDATORY before tax preparation services can begin.

• 2023 Self-Employment form (if self-employed)

• 2023 Itemized Deduction (Sch A) Worksheet (if planning to itemize)

• 2023 Education Credits Worksheet (if relevant)

Documents

• Previous two years (2021 and 2022) tax returns.

• All correspondence received from the IRS and your state/local taxing authority.

• Social Security cards and/or ITIN notices/cards or other official documentation that show the taxpayer identification numbers for every individual on your return, including your dependents.

• Government-issued photo ID for each taxpayer.

• Checking or savings account information if you wish to direct deposit your tax refund or direct debit any amounts due.

• Identity Protection PIN (IP PIN) (for each individual, if applicable).

• Form 1095-A, Health Insurance Marketplace Statement for every individual on the Affordable Care Act (Obamacare) program.

• Form 1095-C, Employer-Provided Health Insurance Offer, for every employee provided with health insurance by their employer.

Income

• W-2 from each employer.

• 1099-G form for unemployment compensation or state/local income tax refunds.

• SSA-1099 form showing the total Social Security benefits paid to you for the year, or RRB-1099, Tier 1 Railroad Retirement benefits form.

• 1099 forms (or other statements) reporting interest (1099-INT), dividends (1099-DIV) and/or proceeds from sales (1099-B), plus documentation showing the original purchase prices if you sold stocks or other assets.

• 1099-R form if you received a pension, annuity, or IRA distribution.

• 1099-MISC, 1099-NEC, 1099-K, or other 1099 forms. If you have a business, bring a summary list of all your income (cash and non-cash) and all business-related expenses.

• Information about any other income of any form including cash receipts.

Payments

Records of any federal and/or state and/or local income tax paid (including quarterly estimated tax payments) if not shown on income documents.

Deductions

Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions.

If you have a substantial amount of deductions, you may want to itemize. If so, bring the following information:

• 1098 form showing home mortgage interest.

• A summary list of medical/dental/vision expenses including doctor and hospital bills and medical insurance premiums, prescription medicines, assisted living services, long-term insurance and bills for medical related home improvements such as ramps and railings for people with disabilities.

• Summary of cash and noncash contributions to charity.

• Property tax bills paid during the year (frequently shown on mortgage statement).

Credits/Adjustments

• Dependent care provider information – name, address, telephone number and employer ID or Social Security number and amounts paid to provider.

• 1098-T form for education expenses plus statement of account from the educational institution showing tuition and fees actually paid and scholarships, grants, etc. received. Also bring a summary of any other education expenses.

• 1098-E form for student loan interest.