WHAT TO BRING

WHAT TO BRING(1)

  • Original and current proof of identification (photo ID) for you and your spouse (VITA is unable to file taxes for married couples filing separately)
  • Original Social Security cards for you, your spouse and dependents, or a Social Security number verification letter issued by the Social Security Administration
  • If you do not have a Social Security number, an official Individual Taxpayer Identification Number (ITIN) assignment letter may be used for you, your spouse and dependents
  • Official proof of foreign status if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earnings statements (W-2, W-2G, 1099-R, 1099-Misc. forms) from all employers
  • Interest and dividend statements from banks (Form 1099)
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account, routing and account numbers for direct deposit
  • To file taxes electronically on a Married Filing Jointly tax return, both spouses must be present to sign required forms
    Total paid for daycare provider and the daycare provider’s tax identifying number, such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B or C, Affordable Health Care Statements
  • Copies of income transcripts from IRS and state, if applicable
  • If you’re an identity-theft victim, bring your current IRS PIN letter

**Copies of Social Security cards, IDs, ITINs or previous tax returns will not be accepted.