What to bring to a free tax site to have your returns prepared:

  • Current PICTURE Identification and; ORIGINAL Social Security cards for yourself AND anyone being claimed as a dependent;
  • Copy of last year’s tax returns if possible
  • All W-2 Forms showing wages
  • Unemployment Compensation Statements (1099 G);
  • SSA-1099 Form if you were paid Social Security benefits;
  • All other 1099 Forms showing other income such as interest earned, dividends, independent contractor earnings, and pensions FOR EXAMPLE:
    • 1099-INT
    • 1099-DIV
    • 1099-MISC (independent contractors)
    • 1099-R (pension or annuities)
  • Child or Dependent Care Provider Information (name, employer ID or social security number);
  • If you are self-employed, you must be a sole proprietor (also see below) and all receipts and expenses

MUST BE ORGANIZED AND ADDED BY CATEGORIES BY YOU:

  • 1099-C (cancellation of debt – but ONLY if the cancellation results from a personal credit debt or the foreclosure of a primary residence)
  • Landlord name, address, and General Excise Tax number if you are claiming the Low Income Renters Credit.
  • Student Loans, Scholarship and Tuition fees – including any 1098-T Forms issued to you by the college or university PLUS a print out of your educational account which students can access through their college account.
  • Alimony paid or received.
  • All forms indicating other Federal tax payments such as estimated tax payments, etc.
  • All forms indicating IRA contributions
  • Bank information if you are direct depositing your refund – must be in taxpayer’s name
  • PROOF OF HEALTH INSURANCE COVERAGE. Everyone must show proof of health insurance coverage for all of 2016 or establish that they are exempt. Taxpayers who claim a dependent are responsible for that dependent’s coverage.

VITA IS A SERVICE FOR THOSE WITH HOUSEHOLD INCOME NOT EXCEEDING $55,000 IN ADDITION, VITA SITES DO NOT PREPARE RETURNS FOR:

Self-employed with more than $25,000 in expenses or who have employees or who are claiming a net loss

  • Those receiving rental income or royalties
  • Those with farm income or fishing income
  • Partnership income (K-1) or corporations, including S Corporations
  • Certain types of pensions and annuity payments if taxable amounts are not calculated
  • Sale of stocks unless there were less than 5 such transactions and the taxpayer knows the adjusted basis for each stock sold.
  • Those with income from another state. (Please see below)

If you are comfortable preparing your own return and you earned less than $64,000 in 2016, please go to http://myfreetaxes.com. This site will allow you to prepare AND e-file both your federal and state returns for FREE. You must make sure that your income does not exceed $64,000. This free service is provided by United Way Worldwide.