What To Bring

When you come into a tax preparation site you will be greeted and asked to fill out a IRS Form  13614-C Intake/Interview & Quality Review Sheet.  If you wish you can download a copy HERE.  Please fill in pages 1 through 3 to the best of your ability, this will save time and you won't feel pressured as you fill out the form.  Do not fill in anything on page 4, this is for the certified tax prepares.  

You can ask question or even wait to fill out the Intake/Interview & Quality Review Sheet when you come into the tax preparation site.

  • REQUIRED Social Security cards or other "official SSA" documentation for yourself and all dependents
  • If you want direct deposit for a refund, you MUST show a check with your name or other documentation from the financial institution as proof of account ... sorry, debit cards, credit cards, other bank forms are not acceptable.
  • Income Examples:
    • You must bring in all of the income forms from employers, banks, and other institutions
    • W-2 from each employer
    • Unemployment compensation statements
    • SSA-1099 form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
    • 1099 forms reporting interest (1099-INT) dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
    • 1099-R forms if you received a pension or annuity, especially if you had a portion withheld for income tax purposes
    • 1099-Misc form showing any miscellaneous income
    • 1099-G State tax refunds
  • Payment Examples
    • Forms or canceled checks for federal and state income taxes paid (including quarterly estimated tax payments)
    • Form 1098-T from a college or university for college expenses for you and your dependents
    • IRA Contribution information
    • Deductions --- taxpayers choose either a standard deduction or itemized deductions. If itemizing deductions would be best for you, then you will need to bring the following information:
      • 1098 forms showing any home mortgage interest
      • Receipts or canceled checks for medical/dental expenses (including doctor and hospital bills and medical insurance premiums), receipts for prescription medicines, bills for home improvements such as ramps and railings for people with disabilities.
      • Receipts for contributions to charity
      • Receipts or canceled checks for all tax income and property taxes you paid, as well as records of tax refunds 
    • Credits
      • Dependent care provider information (name, employer ID, or Social Security number).
      • Receipts, canceled checks or 1099 forms related to continuing education (beyond high school)
    • Nebraska Income Tax
      • Amount of purchases where sales and use tax was not paid on purchases delivered into Nebraska from out-of-statemail order, or Internet sellers.
    • Iowa Non-residence Income Tax
      • Form W2-G gambling winnings and receipts for gambling losses 
    • A copy of your previous year’s returns (Federal and NE)