What to bring
- W-2, earnings statement or pay stub for W-2 download
- Driver's license(s)
- Social Security card(s)
- Last year's federal and state tax returns
- Dependent information, such as Social Security numbers and birth dates
- Tax documents related to medical and educational expenses
- Tax documents for interest and mortgage statements
- Forms 1099 INT/DIV/B/1099R, if applicable
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