You should bring any of the documents and information below that apply.  Bring any document that indicates it is a tax form of some type, even if it is not listed below.

Click here to download a checklist with all of the information below.

You will need to bring the following with you to the VITA site:

1. Proof of identification (photo ID) for yourself and your spouse
   

2. Social Security Cards or ITIN numbers for yourself, your spouse, and any dependents you will be claiming on your return  
   

3. Birth dates for you, your spouse, and any dependents you will be claiming on your return
   

4. Your spouse, if you are filing a married filing joint return.  Both spouses must be present to sign the required forms.
   

5. A copy of last year’s returns, both State and Federal, if you have them
   

6. Bank routing numbers and account numbers if you want to direct-deposit your return (a check will have this information on it)
   

7. All wage and earnings statements for both you and your spouse (if you are filing jointly), from all employers and banks.  This includes forms W-2, W-2G, and all forms 1099 (for example SSA-1099, 1099-MISC, 1099-R, etc.).  If you are unsure whether or not a form you have is needed, bring it with you just in case.
   

8. The amount of any tip income or alimony received.
   

9. The amount of Economic Recovery Payment received from the Social Security Administration, the Railroad Retirement Board, or the Veterans Administration.  The amount should be either $250 or $500.
   

10. The total amount you have paid for day care, and the day care provider’s tax identifying number (the provider’s Social Security Number, or their business Employer Identification Number).
    

11. Educational expenses (including forms 1098-E and 1098-T)
    

12. Any alimony paid, and the recipient's Social Security Number
    

13. Amount of any IRA contributions
    

14. Date and amount paid for any brand-new vehicle purchased in 2009
    

15. If you qualify for the homebuyer's credit, bring the closing paperwork for the home that you purchased.  At a minimum, you will need the purchase price of the home, as well as the closing date.
    

16. Information on any foreclosure or mortgage debt forgiveness
    

17. Receipts for any qualified energy-efficient home items purchased (such as windows, furnaces, insulation, etc.)
    

If you believe you may be able to itemize deductions this year, bring any supporting documentation for expenses that can be itemized.  These include:

1. Home mortgage interest (generally reported on Form 1098).
   

2. Property taxes (may be included on Form 1098) and any other real estate taxes.
   

3. Automobile registrations.
   

4. Paperwork showing the amounts donated to qualified charitable organizations (such as donations to your church, or donations taken to the Salvation Army).
   

5. Receipts for any medical or dental expenses you paid that were not reimbursed by your health insurance.  This includes premiums for medical and dental insurance that are paid by you (amounts paid by your employer do not qualify). 
   

6. Unreimbursed employee expenses (such as union dues, or required safety equipment that your employer does not pay for).
   

7. Documentation for any gambling losses (up the amount of gambling winnings received)
   

8. If you itemized last year (that is, your return included a Schedule A), you will need to bring the amount of state tax refund you received last year.  Generally, this is reported on a form 1099-G that you should have received.