What do I need to bring to have my taxes done at a VITA site?

Required:

• Both spouses, if filing jointly
• Picture ID for taxpayer (and spouse, if filing jointly)
• Social security card (or acceptable alternative - see below) for each person listed on the return
• Proof of income, like W2s and 1099s
• Documentation of expenses
• If anyone in the household is insured through the Marketplace, Form 1095-A and dependents' proof of income

Recommended:

• Account and routing numbers for direct deposit of refunds
• Prior year tax return

Acceptable Alternatives for Social Security Card:

• Photocopy or photograph of Social Security card
• ITIN letter
• Social Security Benefit Statement (Form 1099-SSA)
• Military ID with Social Security number
• Any document issued by the Social Security Administration with Social Security number - last four digits must be visible
• A print-out from mySocialSecurity with the last four digits of your Social Security number visible

Please note: Per IRS regulations, a return cannot be prepared without the required documents. Prior year tax returns do NOT satisfy document requirements.