What To Bring With You

What to bring with you checklist
You must have a photo ID for yourself and your spouse, and Social Security Cards, ITIN paperwork, or your Social Security Statement (SSA-1099) for yourself, your spouse, and any dependents you will be claiming on your return. Due to new guidelines of the VITA program, VITA sites are not allowed to use memorized numbers, or numbers off of other tax documents, even if you had your tax return prepared at the same site in previous years.

Other items to bring:

  • Proof of Identification. This must be a photo ID.
  • Social Security Cards, ITIN paperwork, or Social Security Statement (SSA-1099) for yourself, your spouse, and any dependents you will be claiming this year. Due to new guidelines of the VITA program, you must have one of these official documents to have your taxes prepared by VITA. VITA sites are not allowed to use memorized numbers, or numbers off of other tax documents, even if you had your tax return prepared at the same site in previous years.
  • Your spouse, if you are filing a married filing joint return.  Both spouses must be present to sign the required forms.
  • Birth dates for you, your spouse, and any dependents you will be claiming on your return.
  • A copy of last year’s tax returns, both State and Federal, if you have them.
  • Bank routing numbers and account numbers if you want to direct-deposit your return (a check will have this information on it).
  • 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.
  • Information on any contributions you made to qulified charities or organizations. This includes both cash and non-cash contributions.
  • The amount of any tip income or alimony received.
  • Any alimony paid, and the recipient’s Social Security Number.
  • Information on the sale of any stocks, bonds, or mutual funds (generally reported on form 1099-B).
  • 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).
  • Educational expenses (including forms 1098-E and 1098-T).
  • Qualified educator expenses paid by teachers.
  • Amount of any IRA contributions.
  • If you received a first-time homebuyer’s credit in a previous year, bring information on the purchase date of the home and the amount of credit you received.
  • Information on any foreclosure or other debt forgiveness.
  • 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:

  • Home mortgage interest (generally reported on Form 1098).
  • Property taxes (may be included on Form 1098) and any other real estate taxes.
  • Automobile registrations.
  • Paperwork showing the amounts donated to qualified charitable organizations (such as donations to your church, or donations taken to the Salvation Army).
  • 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).
  • Unreimbursed employee expenses (such as union dues, or required safety equipment that your employer does not pay for).
  • Documentation for any gambling losses (up the amount of gambling winnings received).
  • 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.