What To Bring With You To The Neighborhood Tax Site

NEW THIS YEAR: Massachusetts residents are required to have health insurance. If you have private health insurance, your provider will send you a copy of Form 1099-HC in the mail. Please bring this form with you to the tax site. Photo ID for you and your spouse, if applicable. Social Security Cards for you, your spouse, your children and other dependents. All W-2 forms (Earning Statements) for you and your spouse for every employer during 2007. All 1099 forms (including 1099G for any government payments, such as unemployment payments and 1099R for any pension payments received). Total of payments made for child care expenses as well as the name, address and SSN of child care provider. Form 1098 (Tuition payment statement) for each household member who attended college in 2007 and the total amount of student loan interest paid. Total rent paid in 2007. Your checkbook or routing and account numbers for up to three accounts including checking, savings, and IRA's for Direct Deposit. Any correspondence from the Internal Revenue Service. If possible, a copy of 2006 Federal or Massachusetts tax return.

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