Items to bring to the VITA site to have your tax return prepared:
- Picture ID
- Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration; IRS VITA certified sites will not prepare a return with any other document than these previously listed
- Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents
- Proof of foreign status, if applying for an ITIN
- Birth dates for you, your spouse and dependents on the tax return
- 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
- Proof of bank account routing numbers and account numbers for Direct Deposit, such as a blank check
- Total paid for daycare provider and the daycare provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number)
- To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
- If filing a return for any other taxpayer due to death or disability, you must have a current Power of Attorney stating you can "file taxes" for the taxpayer
It is extremely important that each person use the correct Social Security Number. The most accurate information is usually located on your original Social Security card. Each year hundreds of thousands of returns are delayed in processing, or credit/deductions are disallowed because names and Social Security Numbers do not match Social Security Administration records. To prevent processing delays in paper returns and rejected electronically filed returns, volunteers check the accuracy of each Social Security Number, as well as the spelling of the name associated with the number. If you do not have an SSN for you or a dependent, you should complete Form SS-5, Social Security Number Application. This form should be submitted to the nearest Social Security Administration Office.
If you or your dependent is not eligible to get a Social Security Number, you may need an Individual Taxpayer Identification Number (ITIN).
Pro$perity Building Campaign Sponsorship
The Pro$perity Building Campaign is sponsored by our great community partner 1st Source Bank.
VITA (Volunteer Income Tax Assistance) is a program of the Pro$perity Building Campaign.
