Social Security numbers for yourself, your spouse, and any dependents.

• Forms W-2 from all employers are required for yourself and your spouse. 

• Forms 1099 for Dividends, Retirement, or other income, or any Forms 1099 with Income Tax Withholding.

• Proof of Health Insurance.

• Receipts for expenses for Itemized Deductions (Schedule A). 

• Receipts and records for other income or expenses. 

• Bank Account numbers (for a fast refund, or to pay electronically).

• Prior year Adjusted Gross Income amount or prior year PIN if using a Self-Select PIN as your signature.


Tax Preparation Checklist

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What is the Earned Income Credit?

How the Affordable Care Act Impact my Taxes?

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1) You may need to present the form 1095 A-  If you had 2015 health coverage through the Health Insurance Marketplace

2) If you did not have 2015 health coverage,

A) you may qualify for a health coverage exemption
​B) You may pay a fee of $325 per adult who did not have coverage ($162.50 per child under 18).

     The maximum fee per family using this method is $975.

3) If you had 2015 health coverage from another source, like a job, Medicare, Medicaid, or a plan you bought outside the Marketplace, you won't need to fill out any additional form.

For more information visit

EITC, Earned Income Tax Credit, is a benefit for working people who have low to moderate income. A tax credit means more money in your pocket. It reduces the amount of tax you owe and may also give you a refund.

EITC is also called EIC or Earned Income Credit.