Documents and Limitations for our Free Tax Preparation

What documents do you need?

These documents are required for our volunteers to prepare your federal income tax return.

What tax documents should you bring?

If you have them, bring these common tax forms and documents that can be used by our volunteers in preparing your federal income tax return.

  • Any and all letters from the IRS
  • Form W-2 (Wage and Tax Statement)
  • Form 1099-INT (Interest Income)
  • Form 1099-DIV (Dividends and Distributions)
  • Form 1099-G (Certain Government Payments)
  • Form 1099-MISC (Miscellaneous Income)
  • Form 1099-R (Distributions From Pensions, Annuities, Retirement [...])
  • Form 8949 (Sales and Other Dispositions of Capital Assets)
  • Form SSA-1099 (Social Security Benefit Statement)
  • Form 1098 (Mortgage Interest Statement)
  • Form 1098-E (Student Loan Interest Statement)
  • Form 1098-T (Tuition Statement)
  • Receipts for Medical or Dental Expenses, including insurance premiums
  • Form 1095-A (Health Insurance Marketplace Statement)
  • Form 1095-B (Health Coverage)
  • County and Municipal Tax Statements
  • Receipts for Charitable Contributions
  • A letter from a childcare provider with provider's name, address, tax ID, and amount paid per child
  • Form 1099-SA (Distributions from an HSA, Archer MSA, or Medicare Advantage MSA) - LIMITED
  • Receipts for Employee Business Expenses - LIMITED
  • Receipts for Moving Expenses - LIMITED

What tax subjects CANNOT be prepared by our volunteers?

The IRS does not allow our volunteers to prepare returns involving the issues featured on this non-inclusive list:

  • "Married Filing Separately" filing status
  • Insolvency or Bankruptcy
  • Net Business Losses, Schedule C (Profit or Loss From Business)
  • Over $5,000 of Business Expenses, Schedule C (Profit or Loss From Business)
  • Inventory or Depreciation, Schedule C (Profit or Loss from Business)
  • Ministers' Compensation and Housing Allowance
  • Over $500 of non-cash Gifts to Charity
  • Rental Income or Losses, Schedule E (Supplemental Income and Loss)
  • Non-deductible IRA
  • Minor’s Investment Income
  • Form SS-5 (Application for Social Security Card)
  • Form SS-8 (Determination of Worker Status [...])