INFORMATION & DOCUMENTS NECESSARY for TAX PREPARATION

Identity Documentation

All 2020 income report forms received:

●    SSA1099 if you were paid Social Security benefits.
●    W-2(s) from your employer(s).
●    W-2G from gambling winnings.
●    1099G from unemployment compensation payments.
●    1099s: Bank interest, stock dividends, retirement distributions, broker statements.

Other Important Documents:

●    Receipts for deductible expenses including real estate and vehicle taxes paid.
●    Verification of the original purchase price of sold assets (home, stocks, etc.).
●    Receipts/canceled checks if itemizing deductions (e.g., charity contributions).
●    Form 1095-A if health insurance was from the Access Health Connecticut Marketplace.
●    For Reference - Copy of last year’s (TY 2019) Return

Across the nation, during the last full tax season, 65,000 IRS-certified volunteers provided this service at more than 9,000 sites. Some three and a half million taxpayer returns were prepared and filed via this service throughout the country. In Connecticut 52,000 federal returns were processed, in addition to an equal number of state returns and many amended filings from prior years. Over 1,700 of these were filed at area libraries and at Norwalk City Hall, with $2 million in federal refunds being returned, 53% of which were from tax credits such as for earned income and education.