Please review the following list carefully before visiting a DABC free tax Preparation Site to ensure that you have all of the documents needed to complete your federal and State of Colorado tax return:

• Your Social Security card, Individual Taxpayer Identification Number (ITIN) or an accurate record of either number;
• Social Security Numbers or ITINs for your spouse and dependents;
• Photo Identification such as a driver's license;
• Your spouse, if filing jointly;
• Identity Protection PIN, if the IRS has mailed one to you for identity theft;
• A copy of your 2019 Federal Tax Return. (Required to determine Earned Income Credit Eligibility.)
• The total amount received from your first and second Stimulus Payments in 2020, or a copy of IRS Notice 1444 for the first Economic Impact Payment, and Notice 1444-B for the second Economic Impact Payment.
  (If you did not receive the full Stimulus amounts, you may be eligible for a Recovery Rebate Credit.)
• All Forms W-2 (Wage and Tax Statement) from all your employers for last year;
• Your spouse's Forms W-2, if filng jointly;
• All Forms 1099 (interest, dividends, unemployment compensation, social security, state tax refunds, etc.) for you;
• All Forms 1099 for your spouse. if filing jointly;
• Form 1095-A, if you have health insurance through the Marketplace;
• If you are self employed, your 1099-Misc income documents and a completed Self-Employment Tax Organizer to show your expenses and business miles.
• Any year-end bank account statements showing any interest earned;
• Any educational expenses paid to a qualified educational institution (including tuition/mandatory fees and interest paid on student loans);
• If you may be able to Itemize your deductions, bring receipts of your expenses for out-of-pocket medical and dental, property taxes, auto vehicle registration, home mortgage interest, charitable contributions, casualty losses, and other job expenses;
• If you pay a child care provider, the address and Tax ID numbers of the provider(s) (Social Security or Federal ID numbers);
• If you are Amending your tax return, a copy of the original return submitted and any of the above documents that you are correcting;
• Bank account and routing number for direct deposit (refund) or direct debit (payment).

If you are missing a Form W-2 or 1099
Your employer or the issuing financial institution should be able to provide you with a copy of your missing W-2 or 1099.

If you cannot get a copy from your employer or financial institution, please contact the IRS for assistance. Go to https://www.irs.gov/individuals/get-transcript. IRS transcripts do not show state withholding, so contact the Colorado Department of Revenue at (303) 238-7378 to request state W-2s so that we can also file your state taxes.

Get a faster refund with direct deposit
If electronically filing, direct deposit refunds take 10-14 business days, versus 45 days for a paper check. Some DABC Sites can open a bank account for free if you do not already have one. There may be a small fee for initial check order.