WHAT TO BRING TO YOUR VITA TAX PREPARATION APPOINTMENT

• Proof of identification (photo ID) 

• Social Security cards for you, spouse, and dependents

• Birth dates for you, spouse, and dependents

• Wage/earnings statements (W-2 forms & 1099 forms)

  • paperwork for tips & overtime (final paystub) 

• Social Security, Disability, and Retirement income (1099 forms)

• Interest, dividend, and capital gains from banks (1099 forms)

• Unemployment 

• Amount of rent or property tax

• Form 1095-A Marketplace Health Insurance (if applicable)

• Daycare expenses: Amount paid & provider’s tax ID #

• Student loan payments (Form 1098-E) 

• Forgiven loans (Form 1099-C )

• Bank routing and account numbers for direct deposit (IRS wants direct deposit for all)

• A copy of last year’s federal and state returns, if available

• To file taxes electronically, both spouses must sign