• Bank account number

• Bank routing number

• Social Security Number & Date of birth for all dependents

• W-2 forms from all employers (your spouses, if filing a joint return)

• 1099 forms if you (or your spouse) completed contract work

• Investment income information

  • Interest income (1099 INT)

  • Dividend income (1099 DIV)

  • Proceeds from sale of stock (1099B) and cost basis from stock sale Income and foreign investments

• Statement from State & City refunds prior year

• Unemployment income

• Rental property income & expenses

• Social security income (Form SSA)

• Estimated taxes paid

• Miscellaneous income

  • Jury duty

  • Lottery

  • Gambling

• Any of the following if you received them

  • 1099 Misc (other miscellaneous income)

  • 1099 MSA (distributions from medical savings accounts)

  • 1099A (health insurance market place statement)

  • 1099SA (health medical distributions)

  • 1099-B or C (health coverage information)

  • K-1’s

• IRA contribution information (Year end statement, if you made a traditional or Roth contribution)

• Mortgage interest statement (Form 1098)

• Property tax bill for 2015/2016 whether paid or not (can be printed offline or picked up at City Hall)

• Student Loan Statement (Form 1098T, students can obtain online)

• Tuition Statement (Form 1099E, students can obtain online)

• Proof of health insurance

• Moving expenses (if moved for a job)

• Childcare cost (provider name, address, tax id)

• Adoption cost

• Charitable contributions/donations (date, amount, statement)

• Qualified business expenses (mileage & expense worksheet)

• Medical expenses (doctor, dentist, eyes, co-pays, Rx, medical equipment)

• Miscellaneous deductions (dues, licenses, tax preparation fees)

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Drop Off Checklist PDF link

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After completion an appointment can be set up. 

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