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What to Bring

To help save you time and money, review the following list as you prepare for your tax interview at Fast Refunds. If available, bring the applicable items from this list to your tax interview, to help us prepare a tax return that results in the largest allowable refund for you.

  •  Social Security Card(s)
  •  Driver’s License(s)
  •  Dependents’ Social Security Card(s) & Dates of Birth
  •  Last Year’s Federal and State Tax Returns
  •  Wage Statements – Form W-2
  •  Pension or Retirement Income – Form 1099-R
  •  Interest and Dividend Income – Form 1099-INT/Form 1099-DIV
  •  State Income Tax Refund Amount – Form 1099-G
  •  Social Security Income – Form SSA-1099
  •  Unemployment Income – Form 1099-G
  •  Commissions Received/Paid Sales of Stocks or Bonds – Form 1099-B
  •  Self-Employed Business/Farm Income & Expenses – Form 1099-MISC
  •  Lottery or Gambling Winnings – Form W-2G
  •  Lottery or Gambling Losses
  •  Income and Expenses From Rentals
  •  Income from Partnerships, S Corporations, Trusts, and Estates – Schedule K-1
  •  IRA Contributions
  •  Alimony Paid or Received
  •  Child Care Expenses & Provider Information
  •  Medical, Eye Care, and Dental Expenses
  •  Cash and Non-cash Charitable Donations
  •  Record of Purchase or Sale of Residence
  •  Mortgage or Home Equity Loan Interest Paid – Form 1098
  •  Real Estate and Personal Property Taxes Paid
  •  State or Local Sales Taxes Paid Un-reimbursed Employment-Related Expenses
  •  Job-Related Educational Expenses
  •  Educator Expenses
  • Health Insurance Statements: Forms 1095-A, 195-B, and 1095-C
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