What to bring

What you need to know

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Please bring the digital versions of the following documents

  • Photo ID
  • Social ecurity card/ITIN letters for everyone on the return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • Child care provider information (tax identifying number such as their Social Security number or business Employer Identification Number)
  • Tuition Statement (Form 1098-T) and any other records of education-related expenses (tuition, fees, books, etc.) (UMD students can request their 1098-T here)
  • Interest on student loans paid by the student
  • Records of charitable donations, if any
  • Health Insurance Statements (Forms 1095-A, 1095-B or 1095-C)
  • Health Insurance Exemption Certificate, if received
  • A copy of last year's federal and state returns, if available
  • Bank account information (Bank name, account type, routing number, and account number) if you prefer direct debit/ credit for tax due/ refund
  • INTERNATIONAL STUDENTS MUST ALSO PROVIDE

    Form 1042-S if you received a scholarship/ fellowship from the University OR you are claiming a tax exemption due to a tax treaty