Get ready for your free tax prep

What to bring

To ensure we can accurately and efficiently prepare your taxes, please bring the following documents and information to your appointment:

• Last year's Federal and State tax returns and all current year tax paperwork.
• Proof of Identification (Photo ID) for you and your spouse (if applicable).
• Social Security Cards for all taxpayers and dependents on the tax return.
• A Social Security Benefit Statement (Form SSA-1099) if you received Social Security benefits.
• IRS Issued PIN if applicable.
• Local Property tax receipts
• Wage and earnings statements (Form W-2, W-2G, 1099-R, 1099-Misc).
• Documentation of cash income, if applicable.
• Documentation of charitable contributions made by cash or check.
• Interest and dividend statements (Form 1099-INT, 1099-DIV).
• Health Insurance Marketplace Statement (Form 1095-A), if applicable.
• Tuition Statement (Form 1098-T), if applicable.
• Expenses and car/business mileage if you are self-employed.
• Total amount paid to a daycare provider, including the provider’s Tax Identification Number or Social Security Number.
• Amount of estimated taxes paid to the Federal or State Government.
• Proof of bank routing and account numbers (old or voided check) for direct deposit of your refund.
• Letters from the IRS (including Identity Theft PIN) if applicable.

Limitations

Please note that due to training and resource limitations, we cannot prepare the following types of returns:

• State returns other than PA
• Schedule C (Business Profit and Loss) if a loss, or if expenses > $50,000, or if you have employees.
• Schedule D (Capital Gains and Losses) for other than stocks, mutual funds, ETFs, or a personal residence.
• Schedule E (Rental Property, including VRBO, Airbnb).
• Schedule F (Farm Income).
• Other rental income or business income.
• 2106 (Employee Business Expenses).
• 3903 (Moving Expenses).
• 8615 (Minor’s Investment Income).
• Portions of Schedules A and B that are not included in our training (Pub 4012 Page xi).
• Schedule K-1 if it involves depreciation, deductible expenses, business income (see 4012 pg D-60).
• Cancellation of Mortgage Debt (1099A and/or 1099C and Form 982) if not principal residence.
• Disaster Deductions or Relief.
• Taxable transactions using virtual currency.
• Certain credits (e.g., EVs, Solar, Wind, Geothermal).
• Certain Active Military (check for restrictions).