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In order to receive income tax
assistance, individuals should bring the following to a VITA session.
• Social security or tax identification
cards for each person listed on the return (includes taxpayer, spouse,
and all dependents). THIS IS REQUIRED! Alternatives:
- a letter from the social security
administration indicating the number(s);
- if you e-filed with us last year, your last
year’s return;
- if you haven’t filed before and are not
eligible for a social security number, we will help you apply for a
tax identification number when we prepare your return.
•
Form 13614 - This form is an editable
PDF document. Please fill out the information and bring it to your
session.
• All documentation on income such as W-2s and 1099s.
• Last year’s returns. This is necessary
if the taxpayer itemized last year and now has a state refund to be added
back to income.
• Voided check (no deposit slips) if the
taxpayer wishes direct deposit of the refund. If the direct deposit is to
a savings account, a document that indicates the number. This is also a
must. The account must be in the taxpayer’s name!
• All information related to deductions such as medical, real estate
taxes, mortgage interest, and charitable expenditures if the taxpayer
wishes to itemize.
• Social security number or tax identification number of all daycare
providers if the dependent care credit is desired.
• Tax-free childcare benefits provided through an employer.
• Divorced couples: If the non-custodial parent is taking the dependent
exemption, need form 8332 signed by the custodial parent or copy of
applicable page of divorce agreement (these must be filed with the return,
whether e-filed or not).
• Information on contributions to Individual Retirement Accounts (IRAs).
• For stock transactions: need purchase date and cost basis as well as
sale date and sale price (note that VITA will not prepare a complex
Schedule D).
Other items taxpayers need to know or be aware of when they come to the
VITA site:
• Both spouses must be present if they are going to e-file a joint return.
• Are you being claimed as a dependent on someone else’s return?
• Who is claiming the Earned Income Tax Credit (EITC) for a child if
parents are not filing jointly?
VITA will not be able to assist taxpayers with the following:
• Prepare or e-file a return for a small
business (Schedules C and F). However, we can do a Schedule C-EZ for
nonemployee income.
• Prepare or e-file a return for rental
property (Schedule E).
• Prepare or e-file a complex Schedule D
(capital gains/losses).
• Prepare or e-file a form 8606
(nondeductible IRAs)
• Prepare or e-file a form 8615 (minor’s
investment income)
• Multiple states |
