DCOUMENTS REQUIRED TO FILE TAXES:

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If Single:

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• Bring in last years tax return

• W-2 or 1099 Form

• Health Insurance Marketplace Form 1095-A

• Mortgage Interest and Property tax form

• Interest income statement for end of the tax year

• If student tuition form

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If Married filing jointly:

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• Last year’s tax return

• W-2 or 1099 Form

• Health Insurance Marketplace Form 1095-A

• Mortgage interest and property tax form

• Interest income statement for end of the tax year

• If student tuition form

• If Married with children: copies of social security for the kids as well as dates of births

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If Married filing separately:

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• Last years tax return

• W-2 or 1099 Form

• Health Insurance Marketplace Form 1095-A

• Mortgage interest and property tax form

• Interest income statement for end of the tax year

• If student tuition form

• If Married with children: copies of social security for the kids as well as dates of births

• Spouse's social number

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If Head of household:

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• Last year’s tax return

• W-2 or 1099 Form

• Health Insurance Marketplace Form 1095-A

• Mortgage interest and property tax form

• Interest income statement for end of the tax year

• If student tuition form

• Copies of everyone's social security cards with dates of births