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Documents needed for Tax Assistance


Bring the following documents when you desire assistance in completing your federal income tax return:

IF YOU FILED A FORM 1040EZ LAST YEAR, bring:

1. Last year's federal income tax return;

2. Your W-2 (wage and earnings statement); and

3. Form 1099 (interest statements from banks).

IF YOU FILED A FORM 1040A LAST YEAR, bring:

1. Last year's federal income tax return;

2. Your W-2 (wage and earnings statement);

3. Form 1099 (interest statements from banks);

4. Social security numbers for all dependents you are claiming on this year's tax return;

5. Information on child care expenses you paid last year; and

6. Information on Individual Retirement Arrangements (IRAs) if you did or plan to contribute.

IF YOU FILED A FORM 1040 LAST YEAR, bring:

1. Last year's federal income tax return;

2. Your W-2 (wage and earnings statement);

3. Form 1099 (interest statements from banks);

4. Social security numbers for all dependents you are claiming on this year's tax return;

5. Information on child care expenses you paid last year;

6. Information on Individual Retirement Arrangements (IRAs) if you did or plan to contribute;

7. Mortgage interest statement (if any);

8. Alimony information (copy of divorce or separation agreement); and

9. Any other financial information from the tax year (e.g., investment statements, rental report, medical expenses, charitable contribution records).

SEE YOUR UNIT TAX ADVISOR FOR MORE INFORMATION & ASSISTANCE.

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Last Modified 9/19/2013