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What to Bring to a Tax Session

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Our session leaders will teach you how to enter your own data using a simple website that prepares and eFiles your Federal and California tax returns. So that you have all the information you need, please bring the following documents with you to the session:

  • Last year's tax return, if you filed.
  • Social security numbers for the taxpayers and dependents
  • All W-2 forms for the year from all employers
  • If applicable, childcare and dependent care expenses, including the name, address, phone number, and Tax ID number of the childcare provider
  • If applicable, the name, address, and telephone number of your landlord
  • If applicable, any tax forms you received having to do with educational expenses for taxpayers and their dependents
  • If applicable, bank account information so that your refunds can be directly deposited into your checking and savings accounts (deposit slips are a good source of this information)
  • We do not have childcare facilities and cannot have children on site.  For their own safety, please keep your children at home.

 


Tax Assistance | What to Bring | Tax Assistance FAQ | Income Limits

 
 
 
 

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