WHAT TO BRING

 

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