Application

WHAT DOCUMENTS SHOULD I BRING TO MY VITA APPOINTMENT?

Please bring as many documents as apply to your situation. To file a married, filing jointly tax return, both spouses must be present

□ Photo ID
  • DRIVER’S LICENSE
  • PASSPORT
□ Social Security Cards or Individual Taxpayer Identification Number (ITIN) Assignment Letters
  • YOURS
  • YOUR SPOUSE’S
  • YOUR TAX DEPENDENTS’
□ Proof of Foreign Status, if applying for an ITIN
  • UNEXPIRED PASSPORT
  • USCIS PHOTO ID
□ Birth Dates
  • YOURS
  • YOUR SPOUSE’S
  • YOUR TAX DEPENDENTS’
□ Wage and Earning Statements from All Employers
  • FORMS W-2
  • FORMS W-2G
  • FORMS 1099-R
  • FORMS 1099-MISC
□ Interest and Dividend Statements from Banks
  • FORMS 1099
□ All Forms 1095, Health Insurance Statements
□ Health Insurance Exemption Certificate, if received
□ Copy of Last Year’s Federal and State Returns, if available
□ Proof of Bank Account
  • ROUTING AND ACCOUNT NUMBERS FOR DIRECT DEPOSIT SUCH AS A BLANK CHECK
□ Total Paid for Daycare Provider
  • AMOUNT PAID
  • DAYCARE PROVIDER'S TAX IDENTIFYING NUMBER:
    - THEIR SOCIAL SECURITY NUMBER; OR
    - BUSINESS EMPLOYER IDENTIFICATION NUMBER
□ Forms 1095-A, B or C, Affordable Health Care Statements
□ Copies of Income Transcripts from IRS and State, if applicable
□ Landlord's name, address, and amount of rent paid (if applicable)