Please bring the following documents to your appointment/walk-in session. If possible, please go to the Marshfield Senior Center to pick up an Intake/Interview Booklet at the front desk and fill out in advance or download Intake/Interview Booklet.
Identity/General
- Intake/Interview Booklet (filled out)
- Town of Marshfield Release
- Government-issued photo ID for each taxpayer
- Social Security Card for each individual on the return (taxpayer, spouse, all dependents)
- Previous year’s tax return
- Checking or savings account information for direct deposit any refund(s) or direct debit any amounts due
- Health Insurance forms (MA 1099-HC, 1095-A, B, or C, private insurance cards)
- No documents needed for Medicare, Medigap or Medicare Advantage plans
- Identity Protection PIN (IP PIN) (for each individual if applicable)
Income
- State tax refund - 1099-G
- Wages and Salaries - W-2, 1099-Misc
- Interest - 1099-INT
- Dividends - 1099-DIV
- Pensions/IRA - 1099-R, Social Security SSA-1099, Railroad RRB-1099 & RRB-1099-R
- Capital Gains - 1099-B, Broker Composite 1099 for tax year 2018
- Include documentation showing original purchase prices if you sold stock or other assets
- Gambling, Lottery - W-2G
- Unemployment Compensation - 1099-G
- Misc income - 1099-MISC, 1099-K, or other 1099 forms
- Any and all other sources of income (e.g. K-1, Alimony, business income, etc.)
MA Circuit Breaker/Rent Deduction
- Property taxes paid in tax year if homeowner
- Water and sewer paid in tax year
- Note: Can't find them? Get printouts from Town Treasurer/Collector Office
- Rent paid in tax year if renter
- Name and address of landlord
Payments
- Quarterly payments for federal/state or any payments not shown on documents
Itemized Deductions
(Only if your itemized deductions exceed the new 2019 higher Standard Deduction, e.g. $27,000 for married couple age 65 or older or $13,850 for single taxpayer age 65 or older)
- Medical (e.g. long-term care and/or medical insurance premiums, doctors, hospitals, labs, prescriptions, glasses, hearing aids, mileage, etc. Note that you can only deduct your out of pocket expenses, not ones that are reimbursed by insurance.
- State taxes - e.g. real estate tax, MA excise tax, sales tax on new vehicles
- Mortgage Interest Paid in tax year - Form 1098
- Charitable contributions
- Gambling losses - but not to exceed winnings
Unusual Situations: Please call (781) 566-0626 before your appointment/walk-in session to discuss. |
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