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Preparing For Your Visit

In order to successfully prepare your taxes, your VITA volunteer will need access to several types of personal identification and tax documents.  Please review this list and gather all of your relevant documents prior to your VITA appointment.

Tax Documents
Be sure to bring any tax documents you received during the past year.  This may include:

  • W-2s for ALL jobs held between January 1, 2015 and December 31, 2015
  • Unemployment statements
  • Social security statements
  • Bank account interest and dividend statements (1099 forms)
  • Student loan statements
  • Real estate tax documents
  • Receipts for charitable contributions or special purchases that may be deductible.
  • Child care tax documents

Depending on your personal financial situation, your VITA volunteer may need access to other tax-related documents. If you’re in doubt about whether or not to bring a document, bring it along just in case

ID and Social Security Cards
Taxpayers will need to provide Social Security cards for all persons listed on the tax return, including dependents. Additionally, your VITA volunteer will need to see a valid form of photo identification, such as a driver’s license for the taxpayer.

Previous Year’s Tax Return
If you filed a tax return last year, be sure to bring a copy of your returns.  Those who went through the VITA program last year should have a special folder that conveniently contains all of your tax documents.

Bank Account Routing Information
The fastest way to receive a tax refund is by choosing direct deposit to a checking or savings account.  Be sure to bring either a copy of a check, or routing and account numbers for a savings account.

Your Spouse (If Filing Jointly)
If you plan to file a joint tax return, you will both need to sign your official tax return.