What should I bring?
What do I need to bring?
q Social Security cards for any new dependents
q W2s from ALL jobs held last year
q 1099 forms issued from unemployment, banks, mutual funds, IRA payouts, 401(k) and other retirement distributions
q Mortgage interest statement (Form 1098)
q Records for any business activities such as rental, self employment, etc
q Current pay stub
q A Check or proof of bank account if you wish to directly deposit your refund
q Any other information or notices you received or anything you have questions about
q If you plan to participate in any of the Chase Refund Loans or other bank/fee withholding products, a official picture ID is required
q Student Loan Interest Paid
q If you sold stock, or your broker sold stock for you, you must bring the information from when you bought or received the stock.
q If you purchased a NEW car, bring the paperwork from the purchase.
q If you purchased a home, bring the closing papers.
NEW CLIENTS need to bring:
q Copy of last year’s return
q Social Security cards for all dependents claimed, or verification of name/social security number of dependents
We do not extend credit to new clients; therefore, payment will be required, before return is transmitted or given to you.