PAL Tax Assistance Event

BCFS Health and Human Services – San Antonio 
4346 NW Loop 410, San Antonio, TX 78229

Wednesday, March 6, 2019 | 2 – 5 p.m.

Fieldset

 

Verification


What To Bring:

  • Proof of identification (driver’s license or other government-issued ID)
  • Social Security card or Individual Tax Identification Number (ITIN) for you, your spouse, and any dependents
  • Birth dates for you, your spouse, and any dependents on the tax return(s)
  • Current year’s tax package (if you received one)
  • Wage and earning statement(s) – forms W-2, W-2G, 1099-R – from all employers in the last year
  • Interest and dividend statements from banks (form 1099-INT)
  • Bank Routing Numbers and Account Numbers for Direct Deposit
  • Total paid for day care provider and the day care
  • Provider’s tax identifying number (the provider’s Social Security Number or the provider’s business Employer Identification Number)
  • Bring form 1095-A if you have purchased health insurance through the Affordable Care Act (Obamacare)
  • A copy of last year’s Federal and State returns (if available)
  • If eligible to receive education credits, the school’s taxpayer identification