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Earn it, Keep it, Save it

What To Bring With You To The Neighborhood Tax Site

  • Social Security card or Individual Taxpayer ID Number (ITIN) for you, your children and/or spouse
  • Proof of health insurance is required. Bring your 1099HC or health insurance card(s) for you and your family
  • All W2 forms
  • All 1099 forms – 1099G (unemployment) and 1099R (pension payments)
  • All 1098T forms (tuition payments) and receipts for materials and books
  • Total student loan interest paid (1098E)
  • Total child care expenses in 2009, and name, address, Employer Identification Number (EIN) or SSN of child care provider(s)
  • Total rent paid in 2009
  • Any mail from the IRS
  • Your bank account and routing numbers to direct deposit your refund
  • If possible, a copy of your 2008 Federal and/or Massachusetts tax return.

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