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For your 2024 Income Tax Preparation appointment, please bring all tax documents that apply to your household, including:

  • Photocopy (front and back) of a valid photo (e.g. driver’s license) for self AND spouse
  • Photocopy of Social Security Card for self AND dependents
  • Last year’s tax return (2022). If applicable, include your IRS Identity Theft PIN #
  • 2023 W2
  • 2023 1099 forms (including social security, bank interest, dividend income, and broker’s statements)
  • College Tuition (Form 1098-T) and book costs
  • Unemployment payments received (Form 1099G)
  • 2022 & 2023 Property Tax Bills, PROOF OF PAYMENTS, STAR Exemption and rebate checks received, even if you are not itemizing ($350 rebate check is available again this year).
  • All charitable donation information
  • Medical and prescriptions expenses
  • Completed intake and interview sheet (received at the Library – Form 13614-C)