Help Prevent Refund Delays

All Income Documents Including

  • W-2 / W-2G; 1099-B; 1099-INT; 1099-DIV
  • SSA-1099 / RRB-1099
  • 1099-R; 1099-G
  • 1099 MISC / 1099 NEC
  • Bank Statements (Self-Employed)

Documents to Support the Following:

  • HOH Filing Status
  • EITC Qualified
  • Education Credits FORM 1098-T
  • Claiming Dependents

Verify Bank Info on FORM 1040

  • Routing Number
  • Account Number

Marketplace Insurance
(Obama Care)

  • FORM 1095-A

Current Photo ID

E-File Your Tax Return