Be aware of what Volunteer Income Tax Assistance and Tax Counseling for the Elderly volunteers can and can’t do
These services help you with simple tax returns. IRS Publication 3676-B, IRS Certified Volunteers Providing Free Tax Preparation, lists the types of returns that VITA and TCE can and can’t help prepare.
Gather your paperwork and information
If you are married and filing a joint tax return, both spouses must be present. Before visiting a VITA or TCE site, you should gather certain documents, including:
- Photo identification,
- Social Security cards or a verification letter from the SSA for you and anyone who’ll be listed on your tax return,
- Birth dates for everyone who’ll be listed on your return,
- Wage and income statements – commonly called IRS Forms W-2s and IRS Forms 1099 (remember to include all earned income whether you received an IRS Form W2 or IRS Form 1099),
- Last year’s federal income tax return,
- Bank account information if you want your refund direct deposited, and
- Information to claim deductions, such as:
- Daycare provider information – name, employer identification number, amount paid,
- Health care information – IRS Form 1095-A, B, or C, and out-of-pocket expenses,
- Home mortgage interest paid, and
- Real estate taxes paid
IRS Publication 3676-B also lists what you should bring with you to the VITA or TCE site.
Find your local site
You can find the closest VITA or TCE site at http://irs.treasury.gov/freetaxprep/ or by calling 800-906-9887.
Note: Some sites are available by appointment only; you may want to check before walking in.
During your appointment
Bring all your tax documents, and be prepared to answer questions — they’re necessary for the volunteer to prepare a correct return. After the volunteer has finished your return, you’ll be told the amount of your refund or the amount you owe. If you wish, the volunteer will electronically file your return. The volunteer must give you a copy.