For Income $60,000 or less, get your taxes done for free.

 

Just 1 or 2 W-2’s? Maybe you should useĀ My Free Taxes. It is free and the lines are shorter.

Before you go to a VITA Site, please bring the following items with you.

Identification

  • Proof of Identificationā€”Drivers License, Government issued Photo I.D.
  • Social Security Card or Individual Tax Identification Number (ITIN) for you, your spouse and dependents you will claim
  • Birth dates for you, your spouse and dependents you will claim
  • Bank Routing Numbers and Account Numbers for Direct Deposit
  • To file taxes electronically on a married filing joint tax return, BOTH spouses must be present to sign the required forms
  • Last years tax return, if you have it, can really help

Income

  • Wage and earning statement(s) Form W-2 from all employers
  • Annuity or retirement: 1099-R
  • Social Security Statement: 1099-SSA
  • Gambling winnings: W2-G
  • Interest and dividend statements from banks (Forms 1099-INT and 1099-DIV)

Expenses

  • Mortgage interest: 1098
  • Real estate taxes paid (statement or receipt)
  • Child care expenses: provider receipt showing provider Identification Number
  • Medical Expenses: detailed receipts
  • Charitable contributions
  • Education: Form 1098-T Tuition Statement; must have the school EIN
  • Student Loan Interest: 1098-E

Healthcare

  • All 1095-A’s if you used the healthcare exchange

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