• What to Bring

    Items you should bring to your VITA appointment to have your tax return prepared:

    • Proof of identification:  state-issued ID, passport, drivers license, etc.
    • Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration
    • Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents
    • Proof of foreign status, if applying for an ITIN
    • Birth dates for you, your spouse and dependents on the tax return
    • Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
    • Interest and dividend statements from banks (Forms 1099)
    • A copy of last year’s federal and state returns if available
    • Proof of bank account routing numbers and account numbers for Direct Deposit, such as a blank check
    • Total paid for daycare provider and the daycare provider’s tax identifying number (the provider’s Social Security Number or the provider’s business Employer Identification Number)
    • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.