What to bring with you.
When visiting a VITA site, bring the following with you. Skip items that don’t apply.
If you will itemize deductions this year, bring supporting documentation for expenses that can be itemized.
The stand The standard deduction for 2023 is $12,950 for single filers, or $25,900 for joint filers. You do not need to itemize unless the total of all your deductible items exceeds the amount of your standard deduction.
Deductible items include:
Home Mortgage Interest
Generally reported on Form 1098.
May be included on Form 1098. Don’t forget to include any other real estate taxes.
Annual car registration fees may be deductible under certain circumstances.
Amounts Donated to Qualified Charitable Organizations
Bring paperwork showing the amounts donated to qualified charitable organizations (such as donations to your church, or donations taken to the Salvation Army, etc.)
Receipts for Medical or Dental Expenses (must exceed 10% of your income)
Bring 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). Only the amount that is over 10% of your income is considered deductible.
If you had gambling losses as well as gambling winning you can claim the losses up to the amount of gambling winnings received. Bring any documents or reports that the casino gave you.