We Can Help You Be Ready for Tax Season

Here is a check list of the items needed for tax filing:

• 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
• Birthdates 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
• Unemployment benefits (Form 1099-G)
• 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 day care provider and the day care provider’s tax identifying number, such as their Social Security number or business Employer Identification Number
• Form 1095-A and Affordable Health Care Statements
• Form 8889 (Health Savings Accounts)
• If you’re an identity-theft victim, bring your current IRS PIN letter
• 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
• Copies of income transcripts from IRS and state, if applicable

Tax filing for Married Filing Separate, Out of State, Rental Properties or Self-Employment Income with expenses of more than $35,000 is not supported with VITA. Copies of Social Security cards, IDs, ITINs or previous tax returns will not be accepted.