Herramientas y Recursos
Tools and Resources
Refund
&
Product Options
* Paper Check
* Direct Deposit
* Refund Advantage Loan
Important Dates:
Businesses: Dec 31- Providing forms 1098, 1099-MISC, 1099-NEC, and W-2G to recipients
April 15: filling tax return and paying any tax due
What you need to file
Identification
* Driver license, state ID, passport, Green card or employment card
* DOB of everyone in the home
Social Security #/ITIN
* Social Security card or another official document with the complete SS numbers
* ITIN letters
Earnings
*Forms W-2 and 1099, pensions or SS# disability or unemployment received
*Any scholarships, prizes or lottery winnings
*Previous year’s tax return
Child Care Expenses
* Bank Statements that reflect child care expenses or the employer’s SS#
Medical
* Form 1095 from marketplace
*All expenses added, receipts of medicines or doctors’ visits
Bank Information
* Checking or savings bank number and routing number for refund direct deposit