What to Bring to a VITA site

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What to bring to your VITA site

  •     Valid photo identification
     
  •     Copy of last year's Federal & State returns
  •     Social Security number (card) or ITIN number (Individual Taxpayer Identification) for you and anyone else on your tax return
     
  •     Documentation for ALL income, Social Security or pensions, including forms W-2 and 1099-R forms from ALL employers
     
  •     Education exspenses & student loan payments, 1098T
     
  •     Payments for childcare. Bring day care provider's address and tax ID number
     
  •     Bank routing & account numbers to direct deposit your refund
     
  •     Interest and dividend statements from banks (Forms 1099)
     
  •     Mortgage 1098 form & receipts of property & car taxes paid
     
  •     Mortgages exspenses and / or interset paid
     
  •     Access Health CT forms, 1095A
     
  •     Copy of health insurance form 1095B or C
     
  •     Identity theft PIN number if applicable

    For more information vist the IRS website.