Links and Questions

Earned Income Credit Link

https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit

Forms

https://www.irs.gov/forms-pubs

Frequently asked questions

https://www.irs.gov/help-resources/tools-faqs/faqs-for-individuals/frequently-asked-tax-questions-answers

What Should I bring?

personal information of each family member:

• Name
• Date of Birth
• Social Security Card /ITIN/ATIN
• Last Year's Tax Return
• Valid Driver's License

income & tax information:

• Wage/Income Statements (W-2 Forms)
• Interest Income (1099-INT or substitute)
• Social Security Income (Form SSA-1099)
• Unemployment income (Form 1099-G)
• Dividend Slips (1099-DIV or substitute)
• Pension or Retirement income statements (Form 1099-R, Form RRB-1099 for Railroad pension)
• Miscellaneous Income (Form 1099-MISC)
• Alimony received
• Information on the sales of stocks & bonds (Form 1099-B or Broker Statement)
• Self-Employment Income and Expenses
• Sale of a Personal Residence
• Rental Income and Expenses
• Sale of any business assets
• Gambling or Lottery Winnings (W-2G for some winnings)
• State Income Tax Refund from last year's return (Form 1099-G)
• Estimated Taxes Paid
• IRA or 401(k) Distribution (1099-R)

deductions / expenses / adjustments:

• Medical & Dental Expenses
• Real Estate or Personal Property Taxes
• Mortgage and/or home equity loan interest statement (Form 1098)
• Charitable Contributions (don't forget non-cash donations and miles driven for charitable purposes)
• Child care expenses and provider information
• Alimony and/or Child-support paid
• Employee Business Expenses
• Gambling Losses
• Moving Expenses
• IRA Contributions
• Higher Education Expenses
• Student Loan Interest
• Employment expenses that were not reimbursed -- job-related education expenses or mileage driven for work that was not reimbursed (commuting to/from work is not allowed)
• Health care and health insurance costs (only if self-employed or if these costs exceeded 15% of your Adjusted Gross Income)

tax credits and other:

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
• Adoption Expenses
• Retirement Savings Contributions
• Estimated taxes
• Foreign taxes paid