Requirements

 

WHAT DO I NEED TO BRING WITH ME ON MY VISIT WITH VITA?

 

The following items are needed to prepare your tax return:

 

· Proof of Identification—Drivers License or Photo I.D.

· Social Security Card or Individual Tax Identification Number (ITIN) for you, your spouse and dependents

· Birth dates for you, your spouse and dependents on the tax return

· Current year’s tax package if you received one

· Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers

· Interest and dividend statements from banks (Forms 1099-INT)

· A copy of last year’s Federal and State returns if available

· Bank Routing Numbers and Account Numbers for Direct Deposit

· Total paid for day care provider and the day care 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

 

The VITA Program offers free tax help to low- to moderate-income (generally, $55,000 and below) people who cannot prepare their own tax returns.