What to Bring?

  1. What to Bring?

What to Bring?

Take the stress out of this tax season by consulting our checklist before you leave home. Below is a checklist of documents to bring with you when you visit your local High Speed Tax Service office.

Child / Dependent Residency (Any one for each dependent)

  • School Records or Statement
  • Landlord or Property Management Lease/Statement
  • Healthcare Provider Statement
  • Medical Records
  • Childcare Records
  • Placement Agency Statement
  • Social Service Records or Statement
  • Place of worship records
  • Indian tribal official statement
  • Employer statement

Personal Data

  • Driver’s License(s)
  • Social Security card(s)
  • Last year’s Federal and State tax returns
  • Social Security numbers and birth dates of dependents

State & Local Taxes

  • State or local taxes paid
  • State refund amount / 1099-G
  • Estimated taxes or foreign taxes paid

Child / Dependent Residency (Any one for each dependent)

  • School Records or Statement
  • Landlord or Property Management Lease/Statement
  • Healthcare Provider Statement
  • Medical Records
  • Childcare Records
  • Placement Agency Statement
  • Social Service Records or Statement
  • Place of worship records
  • Indian tribal official statement
  • Employer statement

Income Data

  • W-2, earnings statement or last paystub for W-2 download
  • Self-employed business income and expenses / 1099-MISC
  • Commissions you received or paid
  • Pension or retirement income / 1099-R
  • Unemployment income / 1099-G
  • Social Security Income / SSA-1099
  • Alimony paid or received
  • Lottery or gambling winnings and losses

Savings & Investments

  • IRA contributions
  • Interest and dividend income / 1099-INT or 1099-DIV
  • Statements on stock or bond sales / 1099-B

Real Estate

  • Real estate taxes paid
  • Personal property taxes paid
  • Mortgage or home equity loan interest paid / 1098
  • Record of new home purchase or sale
  • Rental income and expenses

Family / Medical

  • Affordable Care Act/Marketplace Annual Insurance Premium Statement
  • Medical and dental expenses
  • Child care expenses and provider information
  • Mileage records to doctor appointments

Education Expenses (Unreimbursed)

  • College Tuition Statement: 1098-T
  • Classroom expenses for teachers
  • Tuition, books, supplies/equipment needed for a course of study, notebooks, ebooks, education fees, non-academic fees, student activity fees, athletic fees.
  • Student loan interest / 1098-E

Work Expenses (Unreimbursed)

Uniforms, union dues/expenses, dues to professional societies, licenses and regulatory fees, subscriptions to professional journals/trade magazines, tools/supplies used in your work, occupational taxes, passport for a business trip, travel,  transportation, meals, entertainment, gifts and local lodging related to your work.

Job-related educational expenses

Other

  • Charitable donations, cash and non-cash
  • Casualty or theft losses
  • Mileage records for travel to and from Goodwill, Salvation Army, charity events, volunteer work, etc.