Tax Preparation Criteria
The following Criteria is required in order for IRS to prepare your Federal Tax Return:
• You, your spouse and any dependents must be U.S. Citizens, Resident Aliens or have a valid Individual Taxpayer Identification Number (ITIN)
• Returns will only be prepared for taxpayers with a total income of $50,000 or less
• If filing a Married Filing Joint return, you and your spouse must be present
• If filing a Married Filing Separately return and your or your spouse live in a Community Property state, we CANNOT prepare your return
• Social Security Number (SSN) information presented must match the SSN on all Wage & Income statements (i.e. Form W-2, Form 1098, Form 1099-R, Form 1099, etc.)
• If your SSN information does not match your Wage & Income statements, you will need to contact the issuer to correct those statements
• Verified ITIN taxpayers are exempt from this requirement
You must bring the following (if applicable) in order to have your Federal Tax Return prepared:
• Valid, government issued (i.e. not expired) photo identification for you and your spouse
• You and your spouse’s name, address and phone number
• Copies of ALL Forms W-2, 1098, 1099-R, 1099 and the amount of any other income received by you and your spouse
• One of the following for you, your spouse and any other persons listed on your tax return:
1. Social Security Number Card or Letter*
2. Adoption Taxpayer Identification Number (ATIN) Card or Letter*
3. Individual Taxpayer Identification Number Card or Letter*
(You must have been issued an ITIN by IRS to quality for e-file)
* Official Social Security Administration or IRS ITIN assignment letters are acceptable.
• Date of birth for your, your spouse and your dependents
• If claiming the Child / Dependent Care Credit, the care provider’s address and Tax Identification Number (TIN)
• Form 8332, Release of Claim to Exemption for Child of Divorced or Separated Parents, or copy of divorce decree if you are the non-custodial parent claiming a child as a dependent
• Proof of Account Number and Routing Number of the financial institution for a direct debit or a direct deposit of an anticipated refund into your checking and/or savings account
Additional Information:
• All current year tax returns will be electronically filed#
• A 5-digit Personal Identification Number (PIN) will be required for all e-filed returns, if applicable
# 1st Time Homebuyer returns requiring the new Form 5405 must be paper filed.
Form and Schedules that IRS will prepare:
• Form 1040
• Form 1040EZ
• Form 1040A
• Form 1040X - 1040X returns cannot be e-filed
• Schedules A, B - Interest and Dividends; ordinary and qualified
• Schedules C-EZ
• Schedules D - Cancellation of debt income only; No business or farm expenses
• Schedule R
• Earned Income Tax Credit (EITC) - ITIN taxpayers are not eligible for EITC
• Schedule SE with Schedule C-EZ only
• Reduction of Tax Attributes Due to Discharge of Indebtedness (Form 982)
• Underpayment of Estimated Tax by Individuals, Estates and Trusts (Form 2210)
- Cancellation of debt income only
• Dependent Care (Form 2441)
• Moving Expenses (Form 3903)
• Social Security and Medicare Tax on Unreported Tip Income (Form 4137)
• Casualties and Thefts (Form 4684)
• Additional Taxes on Qualified Plans (Form 5329)
• First-Time Homebuyer Credit (Form 5405)
• Residential Energy Credit (Form 5695)
• Nondeductible IRAs and Coverdell ESAs (Form 8606)
• Additional Child Tax Credit (Form 8812)
• Exclusion of Interest from Series EE and U.S. Savings Bonds (Form 8815)
• Adoption Credit (Form 8839)
• Archer MSAs and Long-Term Care Insurance Contracts (Form 8853)
• Education Credit (Form 8863)
• Retirement Savings Credit (Form 8880)
• Health Insurance Credit for Eligible Recipients (Form 8885)
• Direct Deposit of Refund (Form 8888)
• Health Savings Accounts (Form 8889)
• Tuition and Fees Deduction (Form 8917)
• Social Security Worksheets
