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  • What to Bring When You File Your Taxes

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Documents You Need to File Your Taxes

receipts and tax forms
Here’s a list of items to bring with you when you get help filing your taxes:
 
Required:
  • Photo ID for all adults in the household
  • Social Security Card or Individual Identification Number for all people in the household
  • Birthdates for all persons listed on tax return
  • Income statements or W2s for each job
  • All 1099 forms received
Additional Items to Get the Best Refund:
  • Last year’s tax return
  • A voided check for your refund to be deposited automatically into your account through direct deposit
  • Expenses for educators of children in grades K-12 (pens, notebooks, tutoring, music classes, cost of instruments used in the classroom)
  • Expenses for university, college or technical college (Form 1098-T)
  • Interest statement for student loans (Form 1098-E)
  • Childcare expenses: provider name, address, Tax ID or Social Security Number
  • Charitable donations
  • Homeowner statements: mortgage interest statement, real estate taxes paid (Form 1098), Statement of Property Tax Payable 
  • Amount of Rent Paid 

Or get started now filing your taxes with MyFreeTaxes!

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I wanted to say that it's nice to know that someone else also mentioned this as I had trouble finding the same info elsewhere. This was the first place that told me the answer. Thanks.

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i like it
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Is this service only for people who file a 1040 form? What about those of us who itemize deductions?

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Hi KrisD,

This service is for all tax forms (1040, 1040A, 1040 EZ). You can even do a Schedule c and Schedule C-EZ on this software for free. It will allow also you to choose the greater of deductions, itemized or standard.

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Were do i have to go to have my taxes done for free at my location in charlotte, NC?

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