VITA TAX PREPARATION ASSISTANCE | HASTINGS VITA (VOLUNTEER INCOME TAX ASSISTANCE) PROGRAM

Income guidelines apply; Household income below $75,000

- Social Security Cards or ITIN Letters for everyone who will be included on the return - Photo ID for all tax return signers (both spouses must sign if filing jointly) - IP PIN Information - Six digit number for everyone on the return who has one INCOME: - W-2s for wages, W-2Gs for gambling income - 1099s for Interest (1099-INT), Dividends (1099-DIV), Unemployment (1099-G), state tax refunds, Retirement plan distributions or pensions or annuities (1099-R, RRB-1099, RRB-1099-R), other income (1099-NEC, 1099-MISC, SSA-1099) - Records of revenue including cash from self-employment and "side hustles" EXPENSES: - 1098s for Mortgage interest, Student loan interest (1098-E), or Tuition (1098-T), Statement of property tax paid - Statement of college student account showing all charges and payments for each student on the return - Childcare receipts, including tax ID, phone number, and address for childcare provider - Records of expenses for self-employment or home-based businesses - Checking/Savings account and routing number for direct deposit/direct debit (the IRS will no longer be issuing paper checks tax preparer will go over options) - 1095-s - Health Insurance Statement (unless covered through employer) - 1095-A, 1095-B, 1095-C TO CLAIM NEW TAX CREDITS (e.g., No Tax On Overtime, No Tax on Tips, and No Tax on Car Loan Interest): - Vehicle Registration - W2 and Pay stubs (12 months) showing a breakdown of pay - Tips not reported on W2 do not quality for No Tax On Tips

Hours vary by location See program description for details