Here's a list of all documents and forms required to complete your taxes with VITA

  • Identity: Photo ID (you & spouse must both be present to file jointly)

  • SSNs/ITINs: Social Security cards or ITIN letters for all listed on return

  • Income: W-2, 1099-R, 1099-MISC/NEC, 1099-INT/DIV, unemployment, etc.

  • Health: Form 1095-A (if Marketplace insurance)

  • Banking: Routing & account numbers for direct deposit

  • Credits/Expenses: Childcare provider receipts, education forms, retirement statements

  • Helpful: Last year’s return if available

Tip: The most accurate SSN info is on your original card. You can request a replacement at ssa.gov.

Want to get ahead? Complete all the required documents listed below ahead of time, print, and bring them with you!

REQUIRED:

-13614-C Intake/Interview & Quality Review Sheet

-LTM Customer Information Sheet

-14446 Virtual VITA Taxpayer Consent

IF APPLICABLE:

Did you have education expenses? Complete and save this form to your desktop:

-Education Expense Worksheet

Are you self-employed? Select one of the following, complete and save to your desktop:

-Self Employment Uber, Lyft, or other driver

-Self Employment Business

**Need to file for ITIN? Complete and save this form: ITIN Application Worksheet

VITA Locations Open the Week of January 26th

Want reminders, tax tips, and updates?

Address

Office: 645 Lincoln Hwy E, Coatesville, PA 19320

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VITA is a partnership of Life Transforming Ministries and is a 501(c)(3) nonprofit organization.

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