BRING THE FOLLOWING ITEMS TO YOUR APPOINTMENT:

• 2017 FEDERAL AND STATE TAX FORMS, if you filed OR Call the IRS AT 1-800-829-1040 for a “Wage & IncomeTranscript ” documenting your income if you did not file and this is your first application.
• 1099 FORMS: Social Security, Pension, Interest, Dividends, Capital Gains, Miscellaneous Reported Income.
• W-2 for Salary or Wages
• Year-end Statements: from non-taxable accounts such as IRA, Keogh, 401K, 403B or non-taxable investment account.
• Other Income: Rental Income from other family members who live with you Workman’s compensation, unemployment, alimony, veteran’s benefits Income from a trust
• Print-out from your pharmacy of 2017 drugs purchases
• EOB statement forms
• Letter or statements showing medical insurance premiums paid No cancelled checks accepted as medical expense proof.
• FOR FIRST-TIME FILERS:
  • Copy of your deed
  • Proof of age – driver’s license is acceptable
  • Proof of residency – car registration of NYS tax return