Please have the following documents available to book your appointment with us:

Tax Preparation for Personal Information

The IRS needs to know who is filing the tax return, as well as how many people are covered on it. To make this easy, they require:

 

  • Your Social Security number

  • Your spouse’s Social Security number (if married)

  • Social Security numbers for any dependents

 

Tax Preparation for Income Information

The following documents will help you prepare all the income information that you need to file a federal tax return:

 

  • W-2 Forms from all employers you (and your spouse, if filing a joint return) worked for during the past tax year.

  • 1099 Forms if you (or your spouse) completed contract work and earned more than $600.

  • Investment income information (including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments).

  • Income from local and state tax refunds from the prior year.

  • Business income (accounting records for any business that you own)

  • Unemployment income

  • Rental property income

  • Social Security benefits

  • Miscellaneous income (including: jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts)

  • Bank information for Direct Deposit (if applicable)

Call us:

504-899-5900

Find us: 

4605 Freret Street, New Orleans, LA, 70115

Office hours: 

9am - 5pm, Monday - Thursday

© 2019 by Neighborhood Housing Services of New Orleans