irs vita intake form:

Please fill out and print this IRS VITA Intake Form prior to coming to the VITA Site – English Version or Spanish Version – These forms are also available at the site.

ADDITIONAL items to bring to the vita site:

Must Bring ALL of These:
·         Photo Identification *
·         Social Security Cards for you, your spouse, and dependents – Must have the actual card(s).  
·         Birth dates for you, your spouse, and dependents
·         Wage and earning statements from all employers (Form W-2, Form W2-G, Form 1099-R, etc.)
* Please note that both you and your spouse will need to to sign the return if filing jointly.  You may come separately.
Also Bring Any of These That Apply:
·         Tuition Form from the university (Form 1098-T, available online through BANNER/ACCESS)
·         Costs of textbooks purchased for classes
·         Interest and dividend statements from banks (Form 1099)
·         A copy of last year’s Federal and State returns for reference
·         Bank Routing Numbers and Account Numbers for Direct Deposit of refunds (easiest way is to bring a check)
·         Total Paid for Day Care AND the Day Care providers Tax ID number
·         A USB Flash Drive to save an electronic copy of your return (optional). 
·         Any other documents that are tax-related.  If in doubt, just bring it.