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Checklist of Documents to Bring to Your Free Tax Preparation Appointment

Mon, 02/18/2013 - 15:01 -- crobinson
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Tax preparation appointment

Form W-2 from your work

Interest, Dividend statements from banks

Copy of tax returns for up to the last 10 years

 SSNs or ITINs for you, spouse, dependents

Mortgage interest, property tax, condo fees

Charitable contributions

Medical expense receipts

Childcare expense receipt identifying your childcare provider

Envelope with stamp for mailing forms that cannot be e-filed

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