• A Photo ID

• Copy of last year's tax return (if you have it)

• Social Security numbers or Individual Taxpayer Identification Numbers (ITIN) for you, your spouse, and any children born before December 31, 2007. You must bring the actual cards or a copy of the cards.

• Correct birth dates for everyone listed on your return

• Income documentation, including:

• W-2 forms from all jobs worked in the past year

•All 1099 forms showing other income received last year

• A blank check for direct deposit of your tax refund (If you don't have a checking account, bring your bank account name, number, and the 9-digit American Banker's Association (ABA) routing number. Contact your bank if you need help identifying the routing number)

If any of the following apply to you, take documentation with you:

• Child care expenses, including the provider's name, address, and tax ID number (Employer Identification Number or Social Security Number)

• Mortgage company statements

• Adoption expenses

• Alimony paid or received

• Any notices received from the IRS

• Property tax bills

• Amount of unemployment insurance you received

• Amount of interest you earned on a bank account

• 1098 forms for student loan interest and/or college tuition

• 1098 forms for interest paid on a home mortgage

• Additional forms of income, such as:

• Prizes and awards

• Scholarships and fellowships

• Winnings from lottery/gambling

If you lost or do not have all of these items, you can still have your tax return prepared. Call the IRS help line at 1-800-829-1040 to find out what you need to do and how to order replacement documents.

Want to get a head start on your tax paperwork?

Download our intake form, print it, and fill it out before you come in!

• English - Community Tax Centers intake form
  PDF format     Microsoft Word format

• Spanish - Community Tax Centers intake form
  PDF format     Microsoft Word format