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Documents to bring to a free tax prep session

When you visit a free tax preparation site, be sure to bring the following items with you on the day of service:

  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Original (no copies) of Social Security Cards or IRS ITIN Letter for taxpayer, spouse if married, and any dependents being claimed
  • ITIN applications and renewals are free when you file a federal tax return
  • Picture ID for taxpayer and spouse (must be a Driver’s License, state-issued ID card, or other official document) and correct birthdates for all dependents
  • All W-2’s for all places worked in previous year
  • Copies of any 1099’s issued
  • A voided check or checking or savings account number on a bank document for direct deposit
  • If you received a Premium Tax Credit in the previous year through the Affordable Care Act marketplace (Obamacare), form 1095-A

If applicable, please also bring the following items:

  • Bank account interest year-end statements
  • Student loan interest statement
  • Proof of child care expenses paid (statement from provider with EIN# or Social Security number)
  • Statement of post-secondary education tuition expenses paid
  • Social Security year-end statements
  • Any other documents related to taxes
  • Copy of last year's taxes
  • If self-employed, supporting documentation related to business income and expenses (If you worked with Uber or Lyft, you must bring their official statements with details of gross payments received, mileage and fees paid during the previous year)

If you are itemizing your deductions, please bring the following:

  • Copies of last year's mortgage interest statements
  • Real estate taxes statement
  • Proof of charitable donations
  • Statement of work-related expenses
  • Auto registration and taxes paid in previous year
To locate a VITA site and connect with an IRS-certified tax expert, call 211 or visit miamitaxpros.com

United Way Center for Financial Stability

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3195 SW 3rd Avenue
Miami, FL 33129

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11500 NW 12th Avenue
Miami, FL 33168
305-688-3551 Ext. 2008
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Florida City, FL 33034
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