VITA Free Tax Program - virtual services

To ensure your tax preparation moves as fast as possible, please be prepared for your session.  Here is the list of items you need to have ready:

 

REQUIRED DOCUMENTS/ITEMS

  1.   A valid, official photo identification (you and your spouse, if filing jointly)

   2.   One of the following for you, your spouse and any other person listed on your return:

  • Social Security Number (SSN) Card

  • Adoption Taxpayer Identification Number (ATIN) card or letter*

  • Individual Taxpayer Identification Number (ITIN) card or letter*

                 *(IRS assignment letters are acceptable)

​  3.   Previous year’s tax return

  4.   All W-2s for current year

  5.   Joint returns require both filers to be present to sign the return

 6.   Voided check or account number card to direct deposit your refund (This is optional, but                 allows you to get your refund fast.)

 

IF APPLICABLE:

1.  Form 1095-A if you purchased health insurance through the marketplace

2.  Form 1098-Mortgage Interest, property taxes, closing statement

3.  Form 1099-Div, G, INT, Q, R , RRB, SSA, MISC, NEC for current tax year

4.  If you had childcare or dependent care expenses, please bring the name, address and Tax ID or

     SSN/ITIN of the care provider

5.  Form 1098-T or 1098-E for educational expense

 

******Have any additional items or documents you believe will be important for your tax preparer to have when completing your tax return.******