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What to Bring to Your Tax Appointment

  • ID (valid driver’s license or other photo ID)
  • Social security cards (or ITIN cards) for everyone who will be on the tax return
  • All tax documents for the tax year being filed (W-2s, 1099s, mortgage interest statement, 1098-T, education information, student loan interest, etc.) If you received health care through the Marketplace last year, you will need to bring Form 1095-A.
  • Copy of last year’s taxes