|
 |
| |
You have several choices - all
free! 1. Prepare your own taxes online. If you feel comfortable preparing your own returns, use the free website to e-file your Federal and State
returns from the comfort of your home or office.
2. Prepare your own taxes online at a Tax Lab with
assistance from VITA volunteers at ESR.
3. Let a VITA Volunteer
prepare your taxes for you at one of our tax
sites.
What to Bring - Proof of identification (photo ID)
- Social Security cards for you, your spouse and dependents
-
An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents
if you do not have a Social Security number
- Proof of foreign status, if applying for an ITIN
- Birth dates
for you, your spouse and dependents on the tax return
- Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc)
from all employers
- Interest and dividend statements from banks (Forms 1099)
- Health Insurance Exemption Certificate,
if received
- A copy of last year's federal and state returns, if available
- Proof of bank account routing
and account numbers for direct deposit such as a blank check
- To file taxes electronically on a married-filing-joint
tax return, both spouses must be present to sign the required forms
- Total paid for daycare provider and the daycare
provider's tax identifying number such as their Social Security number or business Employer Identification Number
-
Forms 1095-A, B and C, Health Coverage Statements
- Copies of income transcripts from IRS and state, if applicable
NOTE: Documents that are out of scope will not be prepared (i.e. Schedule C with losses, Form
SS-5, Form 8606, form 8615, complicated Schedule D (capital gains and losses), etc.
|
|
|
