What documents do I need to bring with me to have my taxes prepared?

Asked 6 months ago
To have your taxes prepared at Liberty Tax Service, it is essential to bring certain documents along. These include your Social Security card for yourself and any dependents, all W-2s received from your employers, 1099s for any additional income like investments or freelance work, and any records of expenses or deductions you plan to claim. Bring your copy of the previous year's tax return, if available, as well as any relevant documents such as mortgage interest statements, property tax records, or student loan interest statements. Healthcare related documents such as Form 1095-A or any ACA exemptions should also be provided. Lastly, if you are eligible for any tax credits or deductions, bring the respective documents such as child care expenses, education expenses, or retirement contributions. Remember to bring all necessary identification and paperwork for a smooth tax preparation process.
Answered Nov 2, 2023

Need further help?

Type out your followup or related question and we will get you an answer right away.

Need to call Liberty Tax Service?

If you need to call Liberty Tax Service customer service, now that you have the answers that you needed, click the button below. You can either call them on your phone or use our free AI-powered phone to dial for you, get a rep for you, and more.
Call Liberty Tax Service

Liberty Tax Service

Find a list of many popular Liberty Tax Service questions with answers or step by step guides on our FAQ page below. Or ask a whole new question and get an answer right away.
Call Liberty Tax ServiceLiberty Tax Service Customer Service FAQAsk a Question
Was this page helpful?
Thank you and please share!
Thank you and please share!
Needs work
Sharing is what powers GetHuman's free customer service contact information and tools. You can help!