What do I need to bring with me to the FREE tax preparation?
- Valid picture ID such as a driver's license for all taxpayers
- Copy of your 2008 tax return (if you have it)
- Social Security cards, letters of ITIN letters for yourself, your spouse and your children and other dependents
- Birth dates for you, your spouse, your children and other dependents
- Income documentation including:
- W-2, W-2G and 1099-R Forms from all employers in 2009
- All 1099 Forms from interest and dividends showing other incomereceived in 2009
- A cancelled blank check for direct deposit of your refund (If you don't have a check book, bring your bank account name, account number, and 9-digit American Bankers Association (ABA) routing number. Contact your bank if you need assistance identifying the ABA number.)
Also, if any of the following apply to you, take documentation with you:
- Child care expenses, including the provider's address and Federal ID #
- Mortgage company statements
- Adoption expenses
- Alimony paid or received
- Documentation for the purchase of a home
- 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 and awards
- Scholarships and 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.
More information on the Volunteer Income Tax Assistance Program