Tax Prep Help Through Volunteer Income Tax Assistance (VITA)
VITA is a federal program that helps low- to moderate-income families, those with disabilities, elderly persons, and limited English speakers file their taxes.
When you go to get help with your taxes, be sure to bring the following:
- Government-issued photo ID
- Social Security cards for you, your spouse, and your dependents (or Individual Taxpayer Identification Number (ITIN) letters)
- Proof of foreign status, if applying for an ITIN
- Birth dates for you, your spouse, and your dependents
- All of your household's 2017 income forms (W-2s, 1099s, W-2Gs, etc.)
- You and your family's 1095s (Health Insurance Marketplace Statements), if any
- Health Insurance Exemption Certificates, if any
- Last year's tax return, if available
- If you want direct deposit, proof of bank account routing and account numbers (such as a blank check)
- Receipts for childcare and the childcare provider's tax ID number (SSN or EEIN)
- Copies of any income transcripts from the IRS and state, if any
- NOTE: Both spouses must be present to jointly file taxes electronically
Be aware that many locations require appointments or only operate during limited days/hours, and not all locations have bilingual assistance. It's always a good idea to call ahead!