What to bring

Taxpayers must bring:

  • Original Social Security cards for all individuals listed on the tax return
  • Driver’s license or government issued identification card
  • Birthdates for all individuals listed on your tax return
  • Copies of your 2019 federal and state income tax returns
  • Bank account information
    • Account number for your checking and/or savings account,
    • Routing number for your bank or credit union. Note: If you have a checkbook or a voided check, we will have enough information to allow for direct deposit of your tax refund (if you are eligible for a refund).
  • All income statements received for 2020 including:
    • Form W-2
    • Social Security benefits statements
    • Form 1099-Misc
    • Form 1099-NEC
    • Form 1099-G
    • Form 1099-R
    • Form 1099-INT or DIV
  • All documents to support possible deductions or credits including:
    • Mortgage interest (Form 1098)
    • Real estate taxes
    • Personal property taxes
    • Medical costs
    • Charitable contributions
    • College tuition statements (Form 1098-T)
    • Child care expenses (You must have the Social Security Number or Tax Identification Number of the caretaker)
  • Health insurance information
    • Proof of insurance coverage (Form 1095-A, Form 1095-B, Form 1095-C, Medicare card)

Note: The State of Indiana allows a deduction for rent paid to a private landlord. To get this deduction, you must provide the amount of rent paid during 2019 and the name and address of the landlord.