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.