Please bring these documents with you when you have your tax return prepared.


A drivers license or photo ID


A Social Security card or something with your Social Security number on it


Income statements, such as:


  • W2 forms from work

  • 1099 retirement income forms from pensions and Social Security

  • Brokerage account statements

  • Interest statements from banks


Expense statements, such as:


  • 1098 forms showing mortgage interest paid

  • Church and charity donation receipts

  • A list of medical expenses. Add up your medical expenses, even if you don’t itemize. They can still be used to reduce your Ohio income taxes.


Last year’s tax return