The Central Park Library will host VITA Tax Help Services every Tuesday from May 9 to October 10, 2023 from 4 p.m. to 6:30 p.m. on the second floor in Heritage Pavilion. Appointments are on a first-come-first-served basis.
Email vitaatsantaclaralibrary@gmail.com for more information.
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Proof of identification (photo ID)
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Social Security cards for you, your spouse and dependents
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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
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Proof of foreign status, if applying for an ITIN
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Birth dates for you, your spouse and dependents on the tax return
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Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
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Interest and dividend statements from banks (Forms 1099)
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Health Insurance Exemption Certificate, if received
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A copy of last year’s federal and state returns, if available
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Proof of bank account routing and account numbers for direct deposit such as a blank check
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To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
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Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
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Forms 1095-A, B and C, Health Coverage Statements
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Copies of income transcripts from IRS and state, if applicable