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US Residents

Most taxpayers are US tax residents. If you believe you might be a non-resident for US tax purposes, please visit the Foreign Student page

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 for all taxpayers and spouses.
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Social Security cards for you, your spouse and dependents
  • A Completed Client Intake Form Form13614-c
  • Proof of Tax Residence status 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, Form available here)
  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
  • Interest and dividend statements from your banks (Form 1099)
  • All Forms 1095, Health Insurance Statements
  • Health Insurance Exemption Certificate, if received
  • Forms 1095-A, B or C, Affordable Health Care Statements
  • 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
  • A copy of last year's Federal and State tax returns, if available
  • Records to substantiate any other item that you wish to include on your tax return