Volunteer Income Tax Assistance (VITA)

VITA sites offer free tax help to people who need assistance in preparing their own tax returns, including:

• People who generally make $58,000 or less
• Persons with disabilities; and
• Limited English-speaking taxpayers

Please bring all of these:

• Photo ID (must be acceptable government issued ID)
  • for both spouses, must be valid
• Social Security card AND Dates of Birth
  • For you
  • For spouse
  • For all dependents
• W-2 Forms
  • These are forms showing your wage and tax information
  • Bring one from each employer in 2021 (if you had two jobs & employers bring 2 W-2 forms)
• Retirement and Social Security Income Forms
  • 1099-R, SSA-1099, RRB-1099
• 1099 Forms
  • These show your sources of income (interest, dividends, other sources)
  • From banks, brokerages, contract work, or any other source of income
• Proof of Deductible Costs
  • Receipts showing education expenses including books
  • Proof of daycare costs
  • Charitable contribution receipts
  • Proof of any other deductible costs
• Form 13614-C (PDF)
  • Complete form prior to VITA intake/interview
• 1095-A, -B, or -C Form
  • Shows health coverage
• 1099-SA Forms
  • If you have a health savings account
• IRS Letter 6475 – Economic Impact Payments Received in 2021
•  IRS Letter 6419 – Advanced Child Tax Credit received in 2021
• 2020 Tax Returns

Optional:

• Checking Account & Routing Number
  • Bring only if you want your tax return to be deposited directly into your account
  • Bring a blank check to show this information