What to bring
- Any Form W-2 and/or Form 1099 to support income items and tax withholding
- Social security card or IRS assigned ITIN documentation, copies of birth certificates, and full names for all dependents
- Any supporting information regarding Schedule A (itemized deductions) or Schedule L. An example would be mortgage and interest payments.
- Any supporting information for revenues, cost of goods sold, and expenses for any self-employment income
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