Nondiscrimination Policy Update

Boston Medical Center Health System complies with applicable Federal civil rights laws and does not discriminate on the basis of age, race, color, national origin (including limited English proficiency and primary language), religion, culture, physical or mental disabilities, socioeconomic status, sex, sexual orientation and gender identity and/or expression. BMCHS provides free aids and services to people with disabilities and free language services to people whose primary language is not English.

To read our full Nondiscrimination Statement, click here.

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Back to Tax Preparation

What to Bring to Your Appointment

Required Information 

The only things you need are below:

  • Unexpired photo ID(s) issued by the United States government for you and your spouse (if you’re filing together) ‍
    • Examples: driver's license, US passport, Massachusetts state ID card, green card, work authorization card 
  • Social Security cards or Individual Taxpayer Identification Numbers (ITINs) for each family member ‍
  • Income this year: Whatever you have of the below (most people don't have income from all of these)
    • Jobs: W2 form, 1099-NEC form 
    • Unemployment benefits: 1099-G form 
    • Social Security payments: 1099-SSA form 
    • Bank interest, dividend, or retirement accounts - 1099-INT, 1099-DIV or 1099-R forms
  • Proof of health insurance, such as 

Additional Information 

If you have any of these documents, they can help you get more money back.  

  • Health insurance-related paperwork
    • Health insurance premium bills 
    • Health insurance cards for taxpayer, spouse, and all dependents 
  • Housing expenses 
    • Examples: amount of rent you paid this tax year (monthly or yearly) 
    • Property taxes or mortgage payments, 1098 forms, or total rent paid in 2024 
  • Childcare expenses 
    • The amount you spent on daycare or babysitting, along with the tax ID number (EIN) or Social Security Number (SSN) of the person or company you paid. 
  • Tax-related mail or forms 
    • Any mail you've received from the IRS or MA Department of Revenue, or other tax forms
  • Education or student loan expenses 
    • Examples: student account statements, amount spent on materials, or 1098-T forms
    • Student loan interest paid, 1098-E form 
  • Old tax return, if you filed in a past year 
    • From the most recent year you filed, if you have filed in the past 
  • Bank account information 
    • Bank-issued printed account and routing numbers to direct deposit your tax refund into your account 
  • Proof of out-of-pocket expenses in 2024 
    • Proof of ANY deductible out-of-pocket expense (charitable receipts, property taxes, etc.)