What You Need for VITA Tax Prep

vita Hits: 3444

Completed IRS Form 13614-C Intake/Interview and QR Sheet and required documentation.

Please bring the following documents for your tax preparation visit:  

  • Photo Identification (government-issued) for taxpayers and spouse (if applicable) 
  • If filing jointly, both spouses must be present to sign the tax return and e-file return.
  • All income statements: W-2, 1099s, 1099-R, Social Security Benefits SSA-1099, Unemployment 1099-G and other income sources (cash, tips, or other property/services)  

o   Qualified Tip Income – Bring Last Paystub, Employer Documentation

o   Qualified Overtime – Bring Last Paystub and Employer Documentation

  • Documentation for all deductions/credits (including qualified charitable contributions), energy, educator expense, student loan interest, etc.)   
  • Social Security cards and/or ITIN cards for taxpayers, spouse, and all dependents 
  • If you need to request a replacement Social Security card or update your Social Security record, please contact your nearest office:  Social Security Office Locator 
  • An Individual Identification Number (ITIN) assignment letter can substitute if you do not have a Social Security number (SSN) for the taxpayer, spouse, and all dependents. 
  • Proof of foreign status, if applying for an ITIN 
  • Birth dates for taxpayers, spouses, and all dependents.
  • CP01A Notice new Identity Protection PIN – Current Tax Year - Get An IP PIN 
  •  Copy of last year’s tax return  
  • Prior year returns, copies of IRS unmasked income transcripts (and state, if applicable)  
  • Tuition Statement (1098-T) and related expenses from college or technical school  
  • College students: Please indicate if you are dependent on your parents’ tax return. 
  • Statement from Child Care Provider includes total amount paid and tax ID number.
  • Health Insurance Coverage Statements: Form 1095-A (Marketplace), B, or C 
  • Independent contractor (Schedule C) - Total categorized business expenses 
  • Out of Scope – Sch C with loss, depreciation, or business use of home 
  • Accessing the Uber and Lyft Dashboard Summary: For a more comprehensive breakdown, visit the website instead of the rideshare app. Rideshare Tax Organizer 
  • Uber and Lyft mileage log – mileage you tracked for rideshare and/or delivery services.
  • HSA Statement/Form (s) - 1099-SA (distributions) and 5498-SA (contributions)  
  • Proof of bank routing and account number (for direct deposit or withdrawal) 
  • Also, visit the FDIC website for information on where to find a bank that can open an account online and how to choose the right account for you. (Source: www.irs.gov). 
    • What will happen if taxpayers do not include direct deposit information on tax returns? (added Jan. 27, 2026) (Source: https://www.irs.gov)
      • A5. Providing electronic payment information is voluntary. If taxpayers do not provide this information and no exception applies, their refunds could take longer to process. Taxpayers should provide direct deposit information when filing a tax return. If banking information is missing when filing a tax return, the tax return will still be accepted and processed. However, when filing electronically, the taxpayer may receive an alert notifying them of the missing banking information and outlining the next steps if they are due to a refund.
      • For all taxpayers with missing information, the IRS will send letters to individuals using their last-known address on record, asking them to update their banking information if they did not provide it on their tax return, or if their financial institution rejected the direct deposit. 
    • The taxpayer will then receive CP53E notice in the mail requesting a response within 30 days, either to provide banking information or to explain why such information cannot be provided. Additionally, the Where’s My Refund? tool on IRS.gov will provide messaging related to the need for banking information. The taxpayer will be able to use the IRS Individual Online Account to provide this information. For security reasons, IRS employees cannot take direct deposit information over the phone or in person.
    • Once the taxpayer provides the direct deposit information or exception, the refund will be immediately released via direct deposit or paper check. If there is no response to the notice and there are no other issues with the tax return, the refund will be released as a paper check after six weeks.

Self-Employed Taxpayers

IRS VITA program self-employed taxpayer(s) requirements:

  • Have gross receipts summarized.
  • Business expenses totaled less than $35,000.
  • Car expenses include total miles driven, miles used for business, miles commuting and miles used for personal use. Vehicle expenses such as gas, oil, maintenance, etc. cannot be reported as car expenses. Car rental or lease cannot be for more than 30 days.
  • Used the “cash” method of accounting.
  • Did NOT have an inventory at any time during the year.
  • Did NOT have a net loss from your business.
  • Had only one (1) business as a sole proprietor, qualified joint venture, or statutory employee
  • Do not require any credit card or similar payments that include amounts that are not includable income.
  • Are not required to file Form 4562, Depreciation and Amortization, for this business.
  • Had no employees during the year.
  • Do NOT deduct expenses for business use of your home.
  • Do NOT have prior year un-allowed passive activity losses from this business.
  • Do NOT have transactions involving virtual currency (bitcoins)
  • Income IS NOT from a hobby or not for profit activity, bartering or professional gambling.

If you do not meet the requirements, your 2025 tax return will need to be prepared by a paid preparer.

More Help for Taxpayers Click Here - Interactive Tax Assistant (ITA) for more information about filing your return. 

Alternative Scanning Methods

If you have a smart device (phone, tablet/computer), you can use Genius Scan app.

  1. Download Genius Scan app.
  2. Open the app > Place document on flat surface.
  3. Press the orange circle w/ + symbol to begin creating pdf file.
  4. Press the moving circle above scan to take a picture of document.
  5. Select the + symbol to allow adding more pages to the file.
  6. Select Done > Select Add Tag and Name Your Tax File 
  7. Upload the PDF file to the respective folder.
  8. Email any questions or concerns to This email address is being protected from spambots. You need JavaScript enabled to view it.

Print a PDF File:

To print to a PDF for Form 14446 and Form 13614-C, follow these steps:

  1. Open/Download the document or content you wish to print and press Ctrl + P at same time 
    The Print menu will appear with printing options.
  2. Open the Printer or Destination drop-down menu (Click down arrow) 
    A menu of printer choices appears.
  3. Select Save as PDF or Microsoft Print to PDF 
    Most applications, you must first click Save as File before you can select PDF as the saved file type.
  4. Click Print

Here, you will save the PDF File i.e., TY2025 Form 14446_Taxpayer Last Name First Initial

Then, upload the file to the respective folder. Email any questions or concerns to This email address is being protected from spambots. You need JavaScript enabled to view it..

Please ensure ALL scanned documents for the review process are readable and legible.