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Community Tax Aid does not discriminate based on race, color, national origin, sex, disability, age, and reprisal for previous civil rights activities. CTA will make every effort to provide reasonable accommodations to persons with physical disabilities, sensory loss, or limited English proficiency. These accommodations will be provided at no cost to the taxpayer.

  • Copy or your 2019 tax return if you filed for 2019
  • If you don’t have a 2019 tax return information on income you earned from work in 2019
  • The amount of Economic Impact Payments you received during 2020 and January 2021
  • If they have a social security number, Social Security Cards for YOU and all your dependents.  Provide ONE of the following for each individual:
    • Social Security Card
    • Social Security Statement [1099-SSA]
    • Letter or notice from the Social Security Administration showing both SSN and name.
  • If they have an ITIN, a copy of the ITIN letter for your, and any dependents.
    • If you need to prepare a tax return in order to apply for an ITIN, we can prepare the tax return, but we ask that you first obtain assistance filling out the ITIN application. The following organizations can provide assistance:
      • CARECEN at (202) 328-9799
      • CASA de Maryland at (240) 491-5747
  • Bring your photo ID (and your spouse’s photo ID if filing a joint return)
  • List of birth dates for all individuals to be claimed on tax return
  • If you claim dependents on your tax return, also bring their income documents.
  • If  you purchased health insurance through the exchange/marketplace, bring form 1095-A.
  • All forms you might have received for doing work during the year.  These forms could be W-2, 1099MISC, 1099-NEC, 1099-K, or 1099-G (for unemployment compensation)
  • Information o the charitable contributions you made. [NEW: Even if you don’t itemize deductions, you might be able claim up to $300 in donations you made by cash or check.
  • If you own your home, bring the amount of real estate taxes you paid.  You need this information even if you do not itemize.
  • All forms pertaining to retirement income, usually on a 1099-R
  • All information regarding Social Security payments received during the year
  • Any other income records (such as a statement from your bank showing the interest you received during the year)
  • Records of expenses for tax credits and deductions such as the name, address and taxpayer identification number of a child care provider
  • Records of student loan payments
  • Records of payments for educational expenses, such as college tuition
  • If filing a joint return, both of you must be present to electronically file
  • If you want to receive your refund faster and/or would like to have it sent directly to your bank account so you don’t have to worry about a lost or stolen refund check:  bring an original or copy of a check, or contact your bank to get the routing number and account number.  If you only have a savings account, contact your bank to get the routing number and account number.
  • If you moved to a new state during the tax year, the date you moved to the new state.