Checklist of Documents to Bring to Your Free Tax Preparation Appointment

  •  Tax preparation appointment

  •  Form W-2 from your work

  •  Interest,Dividend statements from banks

  •  Copy of tax returns for up to the last 10 years

  •  SSNs or ITINs for you, spouse, dependents

  •  Mortgage interest, property tax, condo fees

  •  Charitable contributions

  •  Medical expense receipts

  •  Childcare expense receipt identifying your childcare provider

  •  Envelope with stamp for mailing forms that cannot be e-filed