CAAB

Investing in People, Strengthening Communities

What Information & Documents 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 & Documents 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 the DC EITC Campaign 

The CAAB-managed DC EITC Campaign, is a citywide, cross-sector initiative that provides access to information on the EITC and connects Washingtonians with free tax preparation services throughout the District.

The DC EITC Campaign is made possible through the support from Citi Community Development and United Way of the National Capital Area.

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.

Connect with CAAB via our social media platforms:

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