FREE TAX PREP LOS ANGELES
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What to Bring to Your Appointment
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It is required that you bring all the following tax-related documents to your tax appointment:
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All taxpayers must be present with photo identification.
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Social Security cards or Individual Tax Identification Number (ITIN) letter for all the people you list on your tax return.
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Copies of last year’s federal and state tax returns.
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Birthdates for all the people you list on your return.
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All income statements, such as Forms W-2 and 1099, Social Security and unemployment compensation, as well as other statements such as pensions, stocks, interest and any documents showing taxes withheld.
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If you are self-employed or make cash, collect records of all your income and expenses.
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Form 1098, for payments to tuition, student loan interest, mortgage interest, or real estate taxes.
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Forms 1095A if you purchased insurance coverage through Covered California.
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Bank routing numbers and account numbers to direct deposit any refund.