What to Bring

In order to complete your tax return accurately, our volunteers need accurate information about you and your earnings. The U.S. Internal Revenue Service will reject your return if any of the names or social security numbers on it are incorrect. To make sure that your return will not be rejected, we will check your photo ID and also your social security cards.

Be sure to bring the following information with you so that we can prepare your return without delays.

1. Your Photo ID
   
   
2. Social Security cards (or Social Security Number verification letters issued by the Social Security Administration) for you, your spouse, and your dependents (generally this means your children)
   
   
3. Birth dates for you, your spouse, and your dependents
   
   
4. Last year's federal and state returns. We can't complete your Iowa state return, and may not be able to complete your federal return, without this information.
   
   
5. 2008 wage and earnings statements. This includes all W-2, W-2G, and 1099-R forms from all employers. We cannot prepare your return if you have only payroll check stubs
   
   
6. 2008 interest and dividend statements. This includes all 1099 forms from any banks or other other companies that paid you interest or dividends.
   
   
7. Other relevant information about income and expenses. If you have child care expenses, bring the total amount paid for child care and the child care provider's identifying number. If you paid tuition, bring your tuition statement (1099-T).
   
   
8. Bank routing number and account number if you want your refund deposited in your bank account
   
   
9. A completed intake form , if possible. This will make preparing your return faster and also make sure that you have the information you need with you.
   
   
10. Your 2008 tax package if you received on in the mail
    
    
11. To file taxes electronically on a married filing joint tax return, both spouses must be present