What to bring

TAP requires the following information at the time of service:

• Original Social Security cards (or ITIN letter) for all individuals listed on the tax return
• Photo identification e.g. driver’s license or government issued identification card
• Birthdates for all individuals listed on your tax return
• Documents to support your income: 
  • Form W-2 
  • Form 1099-SSA for Social Security benefits 
  • Form 1099-Misc for miscellaneous income
  • Form 1099-NEC for income earned from self employment
  • Form 1099-R for retirement income 
• Documents to support possible deductions or credits:
  • Form 1098, mortgage interest statement
  • Real estate taxes
  • Name and address of landlord and total rent paid during the year
  • Form 1098-T, College tuition statements 
  • Child care expenses (Note: you must have the provider's Social Security Number and address)
  • Form 1095-A, Form 1095-B, Form 1095-C, health care information
• Bank account information
  • Account number for your checking/savings account,
  • Routing number for your bank or credit union. (Note: a voided check will have all the required information).

Please note that both spouses must be present if you're filing a joint tax return.