Documents to Bring

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.