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