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Free help to prepare taxes

To help preparers accurately determine EITC eligibility and prepare returns, individuals should bring with them to their scheduled appointment:

  • Photo proof of identification
  • Social Security cards for themselves, their spouse and all dependents, or Social Security number verification letters issued by the Social Security Administration
  • Birth dates for all persons who will be listed on the tax return
  • Wage and earning statement(s) Forms W-2, W-2G, and 1099-R, from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • Copies of their prior year federal and state returns, if available
  • Bank routing and account numbers for direct deposit of their refunds
  • Other relevant information about income and expenses
  • Amounts paid for day care, if applicable, and the day care provider’s identifying number.

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