What to Bring When You File Your Taxes

Here’s a list of items to bring with you when you get help filing your taxes:

Required:

Photo ID for all adults in the household
Social Security Card or Individual Identification Number for all people in the household
Birthdates for all persons listed on tax return
Income statements or W2s for each job
All 1099 forms received

Additional Items to Increase Your Refund:

Last year’s tax return
A voided check for your refund to be deposited automatically into your account through direct deposit
Education expenses for children in grades K-12 (pens, notebooks, tutoring, music classes, cost of instruments)
Expenses for university, college or technical college (Form 1098-T)
Interest statement for student loans (Form 1098-E)
Childcare expenses: provider name, address, Tax ID or Social Security Number
Charitable donations
Homeowner statements: mortgage interest statement, real estate taxes paid (Form 1098), Statement of Property Tax Payable in 2007
Amount of Rent Paid

Were do i have to go to have my taxes done for free at my location in charlotte, NC?

Posted by npage57 on Mar. 27, 2009 2:28 pm.

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