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What to Bring to Your VITA Session

In order to receive income tax assistance, individuals should bring the following to a VITA session:

  • Identification (photo ID such as a valid driver’s license or passport).
  • Form 13614-C – This form is an editable PDF document. Please fill out and bring to your session. This form is also available at the site.
  • Social security cards for each person listed on the return (includes taxpayer, spouse, and all dependents). This is required! The only alternative would be if you e-filed with us last year and you brought your last year's tax return with you to the session, and there were no problems with the social security numbers.
  • Proof of minimum essential insurance coverage for each month of 2017 for yourself, spouse and your dependents. Documents should be:
    • Form 1095A – from the Marketplace
    • Form 1095B – from the Insurance Carrier
    • Form 1095C – from the Employer
  • If you received an advanced Premium Tax Credit (subsidy) from the Marketplace, you MUST bring form 1095-A. Information from this form is entered directly into the return.

  • If you received an exemption from the individual mandate of the Affordable Care Act, you MUST bring form 1095-A. Information from this form is entered directly into the return.

  • You will need to know the modified adjusted gross income of each of your dependents on your return (for those dependents who are required to file a return) so that your household income can be determined. This will be important for calculations of the Shared Responsibility Payment and the Premium Tax Credit (if applicable). It would be best just to bring in the 2017 current year tax returns that have been prepared for any dependents.

  • All documentation on income such as W-2s and 1099s.

  • Last year’s return. This is necessary if the taxpayer itemized last year and now has a state refund to be added back to income, and for those taxpayers receiving an annuity which is only to be partially taxed. This is also helpful to ensure income and deductions taken in a previous year are revisited for inclusion in the current year, and possibly the homebuyer’s credit that’s needed to be added back to the return.

  • Voided check (no deposit slips) if the taxpayer wishes direct deposit of the refund. If the direct deposit is to a savings account, a document that indicates the number. This is also a must. The account must be in the taxpayer’s name! Taxpayers have the option to direct their refund into three different accounts and purchase up to three Series I Savings Bonds. Form 8888 will handle this task. Please note the account that is to be deposited into must have your name on it. If married, filing jointly, both names must be on that account.

  • All information related to deductions and credits such as medical, real estate taxes, mortgage interest, education expenses, and charitable expenditures. It’s important that taxpayers bring in their property tax statements which should have the property tax index number on them. This is required on the Illinois return.

  • Social security number or tax identification number and addresses of all daycare providers if the dependent care credit is desired.

  • Tax-free childcare benefits provided through an employer (should be on the W-2).

  • Divorced couples: If the noncustodial parent is taking the dependent exemption, need form 8332 signed by the custodial parent (for divorces or separations 2009 or after) or copy of applicable pages of divorce agreement or form 8332 (for divorces or separations prior to 2009).

  • Information on contributions to Individual Retirement Accounts (IRAs).

  • For stock transactions: need purchase date and cost basis as well as sale date and sale price (note that VITA will not prepare a complex Schedule D).

  • Information on repayment of the homebuyer’s credit.

Other items taxpayers need to know or be aware of when they come to the VITA site:

  • Both spouses must be present if a joint return is to be filed.
  • Are you being claimed as a dependent on someone else’s return?

VITA will not be able to assist taxpayers with the following (this is not an exhaustive list):

  • Out of state and multiple state returns
  • Amended returns
  • Prepare or e-file a return for a small business (Schedules C and F). However, we can do a Schedule C-EZ for nonemployee income.
  • Prepare or e-file a return for rental property (Schedule E).
  • Prepare or e-file a complex Schedule D (capital gains/losses).
  • Prepare or e-file a form 8606 (nondeductible IRAs)
  • Prepare or e-file a form 8615 (minor’s investment income)
  • Military and international (nonresident) returns

We will prepare all tax returns on the long Form 1040. Let us know if you prefer your return (if eligible) on Form 1040A or Form 1040EZ. We will not prepare complicated returns. If your return is outside of our scope we will let you know that we cannot assist you.

Please note: The information covered on our web site is not intended as tax advice nor should it be construed as tax advice. Monmouth College volunteers are not professional tax advisors and cannot give tax advice. For tax advice assistance, contact a professional tax advisor.

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