What to bring with you

when you are receiving help on preparing your taxes

VITA Checklist

If you need help completing tax forms, a Volunteer Income Tax Assistant (VITA) site near you can help.

Call 1-800-829-1040 to find the nearest location.

When you go to a VITA site, or if you choose to go to a commercial tax preparer, be sure to Take These Items With You:

Valid picture Id

Copy of 2006 tax return (if you have it)

Social Security numbers or Individual Taxpayer Identification Numbers (ITIN) for you, your spouse and any children born before December 31, 2006

**(If available, bring the Social Security Cards or ITIN letters to ensure information is copied correctly onto the tax return).

Income documentation including:

W-2 Forms from all jobs worked in 2007

All 1099 Forms showing other income received in 2007

A blank check for direct deposit of your refund

If you don't have a checking account, bring your bank account number and the 9-digit American Bankers Association (ABA) routing number.  Contact your bank if you need assistance identifying the ABA number).

If any of the following apply to you, please take documentation with you:

Child care expenses, including the provider's address and federal ID#

Mortgage company statements

Adoption expense

Alimony paid or received

Any notices received from the IRS or state tax office

property tax bills

College tuition and student loan interest statements

Additional forms of income such as:

Prizes & awards

Scholarships & fellowships

Lottery/gambling winnings

If you lost or do not have all of these items, you can still get your taxes prepared. 

Call the IRS helpline at 1-800-829-1040 to find out what you need to do and how to obtain replacement documents.