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:
    • W-2s
    • 1099s
    • 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