| Here’s what you’ll need to bring with you to your tax appointment… |
| Appointment Date: ____________________ |
|
Appointment Time: ____________________ |
- Proof of identification (Drivers License or State issued Photo I.D. is now required by the State of NM to receive your State refunds to help prevent identity theft)
- Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration. If you or your dependent is not eligible to get a Social Security Number, you may need to obtain an Individual Taxpayer Identification Number (ITIN). We can help you do this.
- Birth dates for you, your spouse and any dependents on the tax return
- Wage and earning statement(s) Form W-2, W-2G, 1099-MISC and 1099-R, from all employers and payers. 1095A health market place form.
- Interest and dividend statements – Forms 1099-INT, 1099-DIV, and 1099B
- 1098-E Mortgage interest &/or Property Taxes (if you own your home)
- 1098-T Tuition and expenses for college for yourself or dependents
- Total amount paid for a day care provider and the day care provider’s tax identifying number – the provider’s Social Security Number or Employer Identification Number
- A copy of last year’s Federal and State returns, (for new clients only)
- To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms. Married filing separately is also an option, feel free to ask for a comparison.