Tax Appointments: Required Documents
As a reminder, please be sure to bring the following to your appointment (the tax preparers cannot begin your appointment without these documents):
- ID and Social Security card for yourself (and spouse as appropriate)
- Social security card for anyone else on the return, including any child(ren) you are claiming
- All income documents that you have, for example:
- SSI (Supplemental Security Income) or SSDI (Social Security Disability Income)
- Unemployment (1099 G)
- Interest and Investment Income Statements from a bank, investment account or retirement account (1098s or 1099s) — please bring all pages of each statement
- 1095A, 1095B or 1095C Forms (Proof of Health Insurance) OR Maine Care/Medicare cards
- You may be eligible for a State Credit for your rent or property tax:
- if you rent you will need your landlord’s name, phone number, and how much you paid for rent in 2021
- if you own property, you need the amount you paid for property tax in 2021 (You can call your town office to get this information)
- If you have dependent children, you should have a letter from the IRS indicating what amounts you received for the Advanced Child Tax Credit (Letter 6419 2021 Total Advance Child Tax Credit Payments). Please bring that letter with you.
- If you received any stimulus/economic impact payment(s) (often one or more payment sent in January, February, and/or March of 2021), you should have a letter (Letter 6475, Your 2021 Economic Impact Payment) indicating what amount(s) you received. Please bring that letter so we know the amount of stimulus you received.
- If you and/or your spouse received a payment of $285 from the State of Maine in November or December 2021, please make a note of that.
- Last year’s taxes if you have them (helpful but not required).
- If you want direct deposit you need to bring in a blank check or a bank card with your direct deposit information for checking or savings