Information required for drops offs:
- 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, dentals, eyes, co-pays, rx, medical equipment)
- Miscellaneous deductions (dues, licenses, tax preparation fees)
After completion an appointment can be set up.