CAAB

Investing in People, Strengthening Communities

What Information Do You Need to Bring to a Free Tax Preparation Site?

Having the below listed items with you when you visit one of the free tax preparation sites will help our IRS-certified tax preparers provide you with the fullest refund and credits that you are eligible for. We recommend that you print this page to use as a checklist when collecting these items.

What Information Do You Need to Bring to a Free Tax Preparation Site?

Having the below listed items with you when you visit one of the free tax preparation sites will help our IRS-certified tax preparers provide you with the fullest refund and credits that you are eligible for. We recommend that you print this page to use as a checklist when collecting these items.

  • Bring Social Security Cards for you and all your dependents.  You must provide one of the following items for each individual who has a social security number or ITIN:

    • Social Security Card, Social Security Statement [1099-SSA], or letter or notice from the Social Security Administration showing both SSN and name.
    • Federal Pension or Annuity Statement [1099-R]
    • Individual Tax Identification Number (ITIN) letter or card

  • Bring your photo ID (and your spouse’s photo ID if filing a joint return)

  • List of birth dates for all individuals to be claimed on tax return.

  • If you claim dependents on your tax return, also bring their income documents.

  • If you purchased health insurance through the exchange/marketplace, bring form 1095-A.

  • All forms you might have received for doing work during the year.  These forms could be W-2, 1099MISC, or 1099-G (for unemployment compensation)

  • If you own your home, bring the amount of real estate taxes you paid.  You need this information even if you do not itemize.

  • All forms pertaining to retirement income, usually on a 1099-R

  • All information regarding Social Security payments received during the year

  • Any other income records (such as a statement from your bank showing the interest you received during the year)

  • Records of expenses for tax credits and deductions such as the name, address and taxpayer identification number of a child care provider

  • Records of student loan payments

  • Records of payments for educational expenses, such as college tuition

  • A copy of your prior-year tax return, if you have it.  This is very important if you itemized in last year.

  • If filing a joint return, both of you must be present to electronically file

  • If you want to receive your refund faster and/or would like to have it sent directly to your bank account so you don’t have to worry about a lost or stolen refund check:  bring an original or copy of a check, or contact your bank to get the routing number and account number.  If you only have a savings account, contact your bank to get the routing number and account number.

  • If you moved to a new state during the tax year, the date you moved to the new state.

 

About Capital Area Asset Builders

Capital Area Asset Builders (CAAB) is a non-profit organization whose mission is to empower low- and moderate-income residents of the Greater DC Area to take control of their finances, increase their savings, and build wealth for a better future.

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How to give

Now, more than ever, non-profits like Capital Area Asset Builders (CAAB) need your help. Please support CAAB as we continue to help DC residents manage and/or improve their financial situation during these difficult times. If you can't afford to give a monetary gift, please visit our Amazon Wish List where you can choose from a variety of items that CAAB needs in order to better serve our community.

or send a check or money order to
Capital Area Asset Builders (CAAB)
c/o Joseph Leitmann-Santa Cruz, CEO & Executive Director
1100 H Street NW, Suite 200
Washington, DC 20005