The free tax return preparation service is provided through the United Way of Central Florida’s financial stability initiative, which prioritizes the importance of emergency savings accounts.  For this reason, you are requested to bring SAVINGS account information rather than checking account information for direct deposit of refunds.  This enables us to continue providing the free tax return preparation service.

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• Savings Account information including routing and account numbers for direct deposit of refund

• Identification (driver’s license, photo ID, passport)

• Social Security cards or ITINs.   If receiving Social Security, Form SSA-1099 can be used as a substitute for the card.

• If Married Filing Jointly:  Both spouses must be present with photo IDs and Social Security cards or ITIN (individual taxpayer identification number)

• If claiming dependents, Social Security cards or ITINs for everyone claimed.

• Birthdates for you, your spouse, and dependents on the return

• Wage and earnings documents (W-2, W-2G, 1099-NEC, 1099-R, SSA-1099, etc.)

• Interest and Dividend Statements (1099-Int, 1099-Div)

• Form 1095-A if covered by Marketplace Health Insurance.  If you have marketplace insurance, and do not provide the Form 1095-A, the IRS will reject the return.

• Total paid for daycare and the provider’s tax identifying number

• For personal businesses (example Uber or Lyft drivers):  bring documents to substantiate deductions, such as fees paid, business miles driven, etc.

• Any other tax form such as an IRS identify protection PIN number

• Last year’s tax return, if possible