PLEASE BRING A COPY OF THE FOLLOWING:

FORM(S): 1095A, 1095B,  OR 1095C, whichever you receive  

PROOF OF CHILD'S RESIDENCE FOR EARNED INCOME CREDIT: SCHOOL/OR MEDICAL RECORD WITH CHILD'S NAME & ADDRESS 

COPY OF BIRTH CERTIFICATE

PLEASE NOTE:  THE IRS DOES NOT CONTACT TAXPAYERS BY PHONE OR EMAIL.  ANY CALL OR EMAIL THAT PURPORTS TO BE FROM THE IRS IS A SCAM.  PLEASE DO NOT RESPOND TO THIS PHONE CALL OR EMAIL, AND MOST IMPORTANT, DO NOT GIVE OUT ANY PERSONAL INFORMATION.

IF YOU OR A DEPENDENT HAS TUITION EXPENSES, PLEASE BRING IN THE 1098-T AND ANY 1098 FOR STUDENT INTEREST PAID. A COPY OF THE TRANSCRIPT FROM THE SCHOOL SHOWING AMOUNTS BILLED AND PAID IS ALSO REQUIRED. ANYTHING THE DEPENDENT STUDENT PAID WILL BE USED ON THE PARENT'S RETURN.   We require documentation of amounts spent for tuition, room and board, fees, required equipment, computers.

WE NEED TO SEE PROOF OF CHARITABLE CONTRIBUTIONS.  YOU NEED TO HAVE A LIST SHOWING THE DONATED VALUE AT THE TIME YOUR RETURN IS PREPARED.

IRS REFUND HOTLINE:   1.800.829.1954   FORM 1040

NYS REFUND HOTLINE:  1.800.443.3200  FORM IT-201