VITA
Don't forget to bring the following:
-
Government-issued Photo ID (Driver’s License/State ID/Passport) for taxpayer and spouse (if applicable)
-
ORIGINAL (NOT photocopied or written down number) Social Security Card or ITIN letter for anyone listed on tax return, including dependents
-
Only exception if taxpayer is a previous client and brings in a paper copy of tax return showing we did their return previously
-
-
If you've been a victim of identity theft, IRS will issue an Identity Protection Pin (IP PIN)​. We cannot process your tax return without this PIN.​​
-
Any tax documents received in the mail, including but not limited to:
-
W-2 (Salary / Wages)
-
1099-SSA (Social Security Retirement)
-
1099-G (Unemployment Insurance)
-
1099-G (State Refund)
-
1099-INT (Interest Income)
-
1099-DIV (Dividends)
-
1099-B (Stock Investments)
-
1098-T (Tuition & Scholarships)
-
1098-E (School expenses)
-
1095-A / CA 3895 [Covered California]
-
1095-B [MediCal / MediCare]
-
1095-C [Employer Insurance]
-
Bank Routing and Account numbers if direct deposit is wanted
