Wednesdays, weekly (except 3/15)

What do I need to Bring? 

1. A copy of last year’s federal and state returns.
2. Social Security numbers for you, your spouse and dependents.
3. Birth dates for you, your spouse and dependents on the tax return.
4. Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers.
5. Interest and dividend statements from banks (Forms 1099).
6. All Forms 1095, Health Insurance Statements.
7. Health Insurance Exemption Certificate, if received.
8. Bank account routing and account numbers for direct deposit of your refund. 
9. To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms. 
10. Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number.
11. Forms 1095-A  Affordable Health Care Statements. 

12. A USB Flash drive or your e-mail address to save your electronic tax return files 

Jennifer.K.Heller@lonestar.edu, Professor of Accounting

281.290.3404