What do I need to have my taxes prepared? | United Way of Genesee County

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What do I need to have my taxes prepared?

Please bring any of the applicable documents with you to your VITA appointment

Proof of identification (photo ID)

Social Security cards for you, your spouse and dependents 

An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number

Proof of foreign status, if applying for an ITIN

Birth dates for you, your spouse and dependents on the tax return

Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers

Interest and dividend statements from banks (Forms 1099)

All Forms 1095, Health Insurance Statements

Health Insurance Exemption Certificate, if received

A 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

To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms

Total paid for daycare provider and the daycare provider's tax identifying number such as 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