What to Bring to the VITA Site

  • Proof of identification such as a driver’s license, passport, or ID
  • Social Security cards for you, your spouse and dependents 
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • If you are self-employed or a small business owner, bring all your summary expenses that you pay for the job or your businesses
  • Interest and dividend statements from banks (Form 1099)
  • All Forms 1095, Health Insurance Statements
  • Health Insurance Exemption Certificate, if received
  • A copy of last year’s federal and state returns, if available
  • Savings and checking routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the 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
  • Bring receipts if you bought or paid for any of the following things:
  • a Traditional IRA retirement account  statement (1099R Form)
  • real estate tax, home mortgage interest, and DMV registration fee
  • college tuition(1098-T) and receipts for supplies