VITA 2025 – Required Documents for Tax Filing
Documents Needed for VITA Tax Preparation:
- Photo ID for you and/or spouse if filing jointly
- Social Security Cards or ITIN Letters for every member of your family listed on the return (if you do not have a card for every member of your family – you must contact the social security administration to replace card prior to having taxes prepared)
- Printed W-2s and/or 1099’s from ALL of your jobs worked in 2024
- Health Insurance Documents – If you signed-up for health insurance through the CT Marketplace, you must bring all tax documents that you receive from the Marketplace (if you received from 1095A it is REQUIRED to complete your tax return)
- Unemployment Compensation – Form 1099G
- If self-employed, any related business expenses
- Interest/Dividend statements from your financial institutions (if applicable)-forms #1099 INT, 1099DIV
- Tuition and student loan information (if applicable) form 1098T or 1098E
- Documentation from your daycare provider (their SSN or EIN) if you paid for childcare in 2024
- If you own a home, your annual mortgage interest statement.
- A record of any taxes paid to the town (property taxes, automobile, etc.)
- Any other income information or IRS notices that you received
- Copy of your last year’s tax return
- If you would like to direct deposit, please bring a check from your checking account or the account and routing number for your savings account (NOTE: you can apply for a pre-paid debit card at the tax site if you do not have an existing account.). Those filing for the very first time, will only be able to receive a check from the State of CT
