What do I need to bring to have my taxes done at a VITA site?

Required:

  • Both spouses, if filing jointly
  • Picture ID for taxpayer (and spouse, if filing jointly)
  • Social security card (or acceptable alternative - see below) for each person listed on the return
  • Proof of income, like W2s and 1099s
  • Documentation of expenses
  • If anyone in the household is insured through the Marketplace, Form 1095-A and dependents' proof of income

Recommended:

  • Account and routing numbers for direct deposit of refunds
  • Prior year tax return

Acceptable Alternatives for Social Security Card:

  • Photocopy of Social Security card
  • Social Security Benefit Statement (Form 1099-SSA)
  • Medicare card with Social Security number
  • Military ID with Social Security number
  • Any document issued by the Social Security Administration with Social Security number - last four digits must be visible

Please note: Per IRS regulations, a return cannot be prepared without the required documents.