To have your tax return(s) prepared at a VITA site you need to bring the following information with you:

• Photo ID as proof of identification for you and your spouse and you both must be present at intake and for final signatures
• Social Security number for you, your spouse, and all claimed dependents.  Acceptable forms of proof are:
  • Social Security Card
  • Social Security Number verification letter issued by the Social Security Administration
  • Social Security income statement (or any document issue from the Social Security Administration)
• Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents, if applicable
• 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, 1099-Misc from all employers
• Interest and dividend statements from banks (Forms 1099)
• If applicable, Form 1095-A “Health Insurance Marketplace Statement” 
• 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
• Get a head start by completing our Intake Forms ahead of time.

It is extremely important that we confirm each person is using their correct Social Security Number. The most accurate information is usually located on your original Social Security card. If you do not have an SSN for you or a dependent you may be able to order a replacement card through the Social Security Administration website at www.ssa.gov.