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What to Bring to Your Appointment
Gathering all your tax documents ensures an accurate return and fast refund.
It is required that you bring all the following tax-related documents to your tax appointment:
All taxpayers must be present with photo identification.
Social Security cards or Individual Tax Identification Number (ITIN) letter for all the people you list on your tax return.
Copies of last year’s federal and state tax returns.
Birthdates for all the people you list on your return.
All income statements, such as Forms W-2 and 1099, Social Security and unemployment compensation, as well as other statements such as pensions, stocks, interest and any documents showing taxes withheld.
If you are self-employed or make cash, collect records of all your income and expenses.
IRS Letter 6419 Advanced Child Tax Credit form.
IRS Letter 6475 Economic Impact Payment (3rd Stimulus).
Forms 1098 for college tuition, student loan interest, mortgage interest, or real estate taxes.
Forms CA 3895 and 1095-A Health Insurance Marketplace Statement if you purchased insurance coverage through Covered California.
Bank routing numbers and account numbers to direct deposit any refund.
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