Northland Free Tax Assistance opened it's doors last week serving many folks with free tax preparation and e-filing! Thanks to our outstanding volunteers for ensuring we were focused on the wonderful clients we were able to serve on our first day
We want to remind future clients that they need to arrive with the following items to have their returns prepared:
This tip is modified from IRS Newswire Issue Number IR-2015-17.
We want to remind future clients that they need to arrive with the following items to have their returns prepared:
- Proof of identification (photo ID)
- Social Security cards for you, your spouse and dependents
- An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
- Proof of foreign status, if applying for an ITIN
- Birth dates for you, your spouse and dependents on the tax return
- Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
- Interest and dividend statements from banks (Forms 1099)
- A copy of last year’s federal and state returns, if available
- Proof of bank account routing and account numbers for direct deposit such as a blank check
- To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
- Total amount paid for daycare services and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
- Forms 1095-A, Affordable Health Care Statement, if applicable
- Copies of income transcripts from IRS and state, if applicable
This tip is modified from IRS Newswire Issue Number IR-2015-17.