WHAT TO BRING TO YOUR TAX PREPARATION APPOINTMENT:
MAKE SURE YOU KNOW THE NAME, DATE OF BIRTH & SOCIAL SECURITY NUMBER FOR EACH PERSON LISTED ON YOUR TAX RETURN. THE INFORMATION MUST MATCH THE SOCIAL SECURITY ADMINISTRATION RECORDS OR THE E-FILED RETURN WILL BE REJECTED & YOUR REFUND WILL BE DELAYED.
E-file & Direct Deposit or Payment of Taxes from your bank checking or savings account - Please bring the CORRECT bank routing and account number, this information cannot be corrected after the return is e-filed.
WAGE & EARNINGS INFORMATION:
If you work bring your W-2 forms, 1099-Misc forms, etc. - You are required to report active income (you materially participated in earning the $) and passive income like interest you earn on money in a savings account or dividends.
If you are retired you must bring your Social Security Benefit Statement form SSA-1099, 1099-R, etc.
These are the types of forms that you will receive in January & February, you should save these forms and bring them to your tax preparation appointment:
Form 1098 Mortgage Interest Statement, Form 1099-DIV Dividend Income, Form 1099-INT Interest Income, Form 1099-R Retirement Income, IRA Form 5498, Form 1098-T Student Tuition, Form 1098-E Student Loan Interest, forms for early distribution from an IRA, 401K, Pension, Profit Sharing, etc.
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