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VITA - Free Tax Preparation by IRS certified volunteers

UPDATE: the local VITA program supported by ACMG will NOT be available this tax season, but free online preparation is available using New York State Free File providers. Click here to visit the NYS Free File page for full details and links.

Checklist for Preparing Your Taxes:
  • Proof of identification (federally issued 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/credit unions (Forms 1099)

  • College Education Expenses (1098-T, 1098-E)

  • 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

  • Daycare Information: 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 and C, Health Coverage Statements

  • Copies of income transcripts from IRS and state, if applicable

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