What to Bring Checklist 

What to bring:

  • Proof of Identification (Photo ID). For you and your spouse

  • Copy of Social Security Cards for all taxpayers and dependents on tax return. Copies can be made at the site.

  • A Social Security Benefit Statement (Form SSA-1099) or letter from the Social Security Administration to be used as a substitute Social Security card.

  • Additionally, the IRS will mail a year-end summary statement (Letter 6419) to all taxpayers who have received advance Child Tax Credit payments during 2021, Families will need Letter 6419 to accurately fill out their 2021 federal income tax return. This is important because, for most families, the advance payments they are receiving during 2021 cover only half of the total credit. They will claim the remaining portion on their 2021 tax return.

  • Theft PIN if applicable.

  • The amount of your THREE Economic Impact Payments.

  • A signed copy of the Virtual Consent (Form 14446)

  • A completed and sign the Intake/Interview Sheet (Form 13614-C)

  • To minimize your wait time please print both the Intake/interview Sheet and the Virtual Consent Form.

  • 2021 tax paperwork including items like if applicable:

    • Wage and earnings statements (Form W-2, W-2G. 1099-R, 1099-Misc)

    • Documentation of cash income.

    • Charitable Contributions made by cash or check 

    • Interest and dividend statements (Form 1099-INT, 1099-DIV).

    • Health Insurance Market Place Statement (Form 1095-A).

    • Tuition Statement (Form 1098-T).

    • Expenses and car business mileage if you are self-employed.

    • Total paid to a daycare provider, including provider’s Tax Identification Number or Social Security Number

    • Amount of estimated taxes paid to Federal or State Government.

  • Last years 2020 Federal and State tax return and tax paperwork, including 2020 Intake/Interview Sheet

  • Proof of bank routing and account numbers (old or voided check)

  • Letters from IRS (including Identity Theft PIN) if applicable.