|
When volunteering at VITA/TCE
sites, you should ensure that the client brings the following:
-
Photo
identification
-
Social Security Cards for taxpayer, spouse and
dependents
-
Individual
Tax Identification Numbers (ITIN); green/white card or
letter
-
Birth Dates for primary, secondary and dependents on the
tax return
-
Current year’s tax package (optional)
-
Wage and earning statement(s) Form W-2, W-2G, 1099,
from all employers
-
Interest and dividend statements from banks (Forms 1099)
-
A
copy of last year’s Federal and State returns (if
available)
-
Bank Routing Numbers and Account Numbers for Direct
Deposit
-
Other relevant information about income and expenses
-
Total Paid for Day Care
-
Day Care providers Identifying number
-
To
file taxes electronically on a married filing joint tax
return, both spouses must be present to sign the
required forms.
It is extremely
important that each person use the correct Social Security
Number (SSN). The most accurate information is usually
located on your original social security card. Each year
hundreds of thousands of returns are delayed in processing
or credit/deductions are disallowed because names and Social
Security Numbers do not match Social Security Administration
records.
To prevent processing
delays in paper returns and rejected electronically filed
returns, volunteers check the accuracy of each Social
Security Number, as well as the spelling of the name
associated with the number. If you do not have a Social
Security Number for you or a dependent you should complete
Form SS-5, Social Security Number Application. This
form should be submitted to the nearest
Social Security Administration Office.
Important
Note
If the taxpayer or
their dependent is not eligible to get a Social Security
Numberand a tax return is due, they will each need an Individual Taxpayer Identification Number (ITIN).
ITIN's are
obtained by completing IRS
Form W-7.
|
