Volunteer Income Tax Assistance (VITA)

The VITA program that offers no cost tax filing services to working individuals and families.

Tax Preparation Checklist

It’s as easy as 1-2-3!
Use this list to help you get organized to either file your taxes online or in person. Note: If you’re getting free help filing your taxes in person, make sure you bring photo identification for all adults in your household.

Step 1: Gather your documents

  • W-2s for each job held in 2018
  • Social Security Card or Individual Taxpayer Identification Number letter (ITIN) for you and all dependents
  • 1099s showing other income (unemployment, social security, school loans, state tax refund, gambling winnings, non-employee compensation, miscellaneous income, reported to the IRS
  • 1098s showing payments you’ve made (school loan interest, mortgage interest)
  • 1095-A if you received credit from the healthcare.gov marketplace.
  • Income/interest statements received for any savings account/investments
  • Bank account numbers: a voided check or your bank or credit union’s routing number and savings or checking account number for your refund to be deposited automatically into your account
  • Last year’s tax return (if you have it)

Step 2: Gather additional items to get a larger refund

  • Childcare expenses: name, address, Tax ID or Social Security Number of the child care provider
  • Business expenses: if you’re self-employed or have a small business
  • College: loans and/or scholarships received, and bills for technical/community college or university (Forms 1098-T/1098-E)
  • Educator expenses for teaching grades K-12 (school supplies and materials used in class)
  • Charitable donations: list of contributions and amounts, receipts for contributions over $250
  • Vehicles: vehicle sales tax, personal property tax statement for each car you own, for self-employed or use of car for job: total miles driven for the year and/or total miles driven for work
  • Homeowners: mortgage interest statement (Form 1098), real estate taxes paid, Statement of Property Tax Payable in 2018
  • Retirement/IRA: amount contributed to an IRA and total value as of December 2018

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