IMPORTANT Items to Bring:
Photo identification
Social Security cards for you, spouse and dependents
Birthdates for you, spouse, and dependents
Last year’s federal and state tax returns
Bank routing and account number for direct deposit (blank check)
Union name and amount paid
Evidence of Health Care Coverage
Form 1095-A – health insurance statement from The Marketplace/Healthcare.gov
Form 1095-B – health insurance statement from insurer-insurance
Form 1095-C– health insurance statement from an employer
Documents for income received
W-2s from any employers
Cancelled Debt/ Form 1099-C
Dividends/Form 1099-DIV
Gambling/Lottery winnings/Form w-2G
Interest/Form 1099-INT
Miscellaneous/Form 1099-Misc
Pension/retirement/Form 1099-R
Self-employment-business income/Form 1099-Misc
Social Security income/Form SSA-1099
Unemployment/Form 1099-G
Alimony received
Documents for income paid
Student loan interest/Form 1098-E
Tuition and education expenses/Form 1098-T (PSU Students look on eLion as needed)
Unreimbursed educator expenses
IRA contributions
Alimony paid
Daycare provider’s information (name, tax ID, amount paid)
Documents Related to Itemizing Deductions on Schedule A
Medical/dental expenses
Taxes you paid (personal property, other)
Interest you paid (Mortgage/Form 1098
Gifts to charity
Miscellaneous deductions (e.g. unreimbursed job expenses-travel, union dues, tax preparation fees, safe deposit box)
If filing status is
Married filing jointly, both taxpayers must be present to sign the completed return before we can e-file.
Married filing separately, you will need your spouse’s Social Security number and name as it appears on the Social Security card.
Photo identification
Social Security cards for you, spouse and dependents
Birthdates for you, spouse, and dependents
Last year’s federal and state tax returns
Bank routing and account number for direct deposit (blank check)
Union name and amount paid
Evidence of Health Care Coverage
Form 1095-A – health insurance statement from The Marketplace/Healthcare.gov
Form 1095-B – health insurance statement from insurer-insurance
Form 1095-C– health insurance statement from an employer
Documents for income received
W-2s from any employers
Cancelled Debt/ Form 1099-C
Dividends/Form 1099-DIV
Gambling/Lottery winnings/Form w-2G
Interest/Form 1099-INT
Miscellaneous/Form 1099-Misc
Pension/retirement/Form 1099-R
Self-employment-business income/Form 1099-Misc
Social Security income/Form SSA-1099
Unemployment/Form 1099-G
Alimony received
Documents for income paid
Student loan interest/Form 1098-E
Tuition and education expenses/Form 1098-T (PSU Students look on eLion as needed)
Unreimbursed educator expenses
IRA contributions
Alimony paid
Daycare provider’s information (name, tax ID, amount paid)
Documents Related to Itemizing Deductions on Schedule A
Medical/dental expenses
Taxes you paid (personal property, other)
Interest you paid (Mortgage/Form 1098
Gifts to charity
Miscellaneous deductions (e.g. unreimbursed job expenses-travel, union dues, tax preparation fees, safe deposit box)
If filing status is
Married filing jointly, both taxpayers must be present to sign the completed return before we can e-file.
Married filing separately, you will need your spouse’s Social Security number and name as it appears on the Social Security card.