Taxpayers
What to Bring
The following items are needed in order for our volunteers to prepare your tax return.
Please take a moment to browse through the list and make sure that you gather all the
necessary paperwork before you come. This is a general list; so if you have any other
paperwork that you think is pertinent, please bring them with you to the VITA center.
Required items:
- Must bring valid photo identification.
- Social security card for you, your spouse and all dependents, if applicable.
- Birth Dates for primary, secondary and dependents on the tax return.
- Tuition statement from your school (Form 1098-T.
SDSU Students, Click Here).
- Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers.
- Interest and dividend statements from your banks (Forms 1099)
- Bank routing number and account number for Direct Deposit (Your bank checkbook).
- To claim the California Renter's Credit, bring your landlord's name, address, and phone number.
- Total amount paid for day-care, if applicable.
- Day care provider's identifying number, if applicable.
Nice to have items:
- A copy of last year’s Federal and State tax returns, if available.
- Current year's tax package, if received.
- Records to substantiate any other item that you wish to include on your tax return.
Please note: The information covered on our web site is not intended
as tax advice nor should it be construed as tax advice. SDSU volunteers are not
professional tax advisors and cannot give tax advice. For tax advice assistance,
contact a professional tax advisor.
