`````` Tax Preparation – What to Bring - Tempe Community Council

Free Tax Preparation

What to Bring

Below is a list of everything you may need to BRING to your tax preparation visit. carefully review the list and determine which apply to you and your family:

  • Valid (government-issued) photo ID for yourself and your spouse
  • Social Security or Individual Tax Identification Number (ITIN) card or letter  for you, your spouse and all dependents
  • Birth dates for you, your spouse and all dependents
  • Bank routing and account numbers for checking and savings accounts.  
  • Forms W-2 from every place you worked in 2026 and Forms 1099, if applicable
  • Interest and dividend statements from banks (Form 1099-INT or 1099-DIV) and any stock sales tax forms.
  • All 1099 forms including Social Security Statement (SSA-1099), Pensions (1099-R) and Unemployment Statement (1099-G) if applicable.
  • If you have a pension, bring the month and year that you received the first payment.
  • If self-employed, bring 1099-NEC, 1099-K (Uber, Lyft, DoorDash, etc.) , and all expenses with this completed Self-Employment Worksheet
  • Tuition expenses paid for you or your child to attend a college or university (Form 1098-T)
  • Student loan interest statement (Form 1098-E)
  • Health insurance information (Form 1095 A) if purchased through the marketplace (Healthcare.gov statement)
  • Child care expenses including (total amount paid, provider’s name, address, and tax ID or social security number)
  • Other relevant information about income and expenses, i.e., home interest, property taxes & medical expenses for those who will be able to itemize
  • Records for all charitable donations even if not itemizing your returns.  Arizona taxpayers can claim charitable donations, including those to schools, and may qualify for state tax credits. 
  • If filing jointly, you and your spouse must be present to sign the returns
  • Download, complete, print and bring with you this INTAKE PACKET AND SUPPLEMENT INTAKE FORM (if unable to print,  please arrive 15 min. early to complete these forms)
  • A copy of last year’s tax return (if available)
  • Letters received from the IRS or State Department of Revenue

Self-Employed Taxpayer?