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What health insurance documents will I need to bring to the site to complete my return?

You will need to bring these documents:

  1. Health insurance coverage information for taxpayer, spouse and all dependents;
  2. Information showing which months you or the other people in your family didn’t have health insurance coverage if they didn’t have it for the full year;
  3. If health insurance was purchased through the Marketplace/Exchange then you should bring Form 1095-A, which should be received by January 31;
  4. Documentation, if any, of a Health Coverage Exemption received from the IRS or the Marketplace/Exchange;
  5. All information needed to complete the returns for the taxpayer/spouse and for each dependent that has a filing requirement