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What to Bring to a VITA or TCE site...

  • Must bring photo identification
  • Social Security Cards for the Taxpayer, their spouse and dependents, if applicable
  • Birth Dates for primary, secondary and dependents on the tax return
  • Current year’s tax package if they 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)
  • A copy of last year’s Federal and State returns if available
  • Bank Routing Numbers and Account Numbers for Direct Deposit
  • Other relevant information about income and expenses
    • Total Amount Paid for Day Care
    • Day Care providers Identifying number
  • To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.

 

 

 

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Last Modified 7/14/2008

 

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