Prepare for Your Visit

Items to bring to the VITA Site for Tax Preparation:

Valid Proof of identification: (all forms of identification must be current, have a picture and include a date of birth)

    • Driver’s License
    • State ID
    • Student ID
    • Prison ID
    • Passport
    • Government issue ID

Social Security Cards for you, your spouse and dependents

Acceptable forms for proof of Social Security Number:

    • Social Security Card
    • Medicare Card (red, white & blue card)
    • print out from Social Security office
    • Social Security Statement

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

Wage and earning statement(s): Form W-2, W-2G, 1099

Interest and dividend statements from banks (Forms 1099)

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.

Tuition statement (1098T) and statement of account from education institution.

List of everyone in the household who had health insurance coverage and the specific dates that they had coverage

1095 A, B. C - Health Care Coverage