VITA Tax Document Checklist

 

2021 VITA Income Tax Preparation Tax Document Checklist

(Income Guideline $65,000)

 

 

Completed Intake Form 13614-C

 

Signed Form 14446 Virtual VITA/TCE Taxpayer Consent (page 3 only)

 

Copy of your 2019 and 2020 tax return

 

Photo ID such as Government/State/City/School ID issued (copy)

 

Social Security card or (ITIN letter) for all persons on the return (copy).

 

Health Insurance Coverage Form 1095-A if covered through the Marketplace

 

IRS Letter 6475 that shows the third round of stimulus payments received.

 

IRS Letter 6419 that shows the Total Advanced Child Tax Credit received.

 

Identity Protection Pin #: If you have been issued a PIN #, it is needed to e-file your return.

 

Bring any IRS or State tax notices received

 

INCOME:

 

Wage and other Income statement(s) Forms W-2, W-2G,1099-MISC

 

Unemployment Income: 1099-G statement needed. Get online or from Unemployment office.

 

Self-employed Income (1099-NEC, 1099-K, 1099-MISC or Cash  (nature of business & related business expenses needed)

 

Pension Distributions / Income statements: Social Security, Form SSA-1099, Form 1099-R

 

Interest and dividends Income statements (1099-INT, 1099-DIV)

 

Alimony Income received

 

Other  Income: Lottery, state income tax refunds, scholarships/fellowships, prize/awards awards

 

  • Direct Deposit information needed for Savings & Checking A/C: Bank Name, Routing & Account numbers. Your fastest & safest way to receive your refund. Incentives for Savers. Must split your refund into both checking & savings. Savings Account required!

 

  • If you paid any EXPENSES below, please bring documentation:

 

 

Day Care or childcare expenses: Provider’s Name, Address and EIN # needed

 

Mortgage Interest and/or Property Tax statements: Form 1098

 

Business expenses (In scope for expenses under $35,000)

 

Alimony ( Name & SS# of spouse needed)

 

Rent paid in 2020 - Name must be on lease to claim property tax credit on NJ state return.

 

Medical expenses (out of pocket, unreimbursed)  – (List & total separately: health premiums paid, doctors & dentists, prescriptions, total medical miles)

 

Charitable donation statements (cash & checks) – (keep separate non-cash donations)

 

Higher Education expenses: 1098-T from college & a printout of student’s college account.

 

Student loan interest statement for interest paid (1098-E)

 

Misplaced/Lost documents: Please call the appropriate issuing agencies for duplicate copies.

                                                                                                                                          

LIMITED SCOPE OF VITA PROGRAMS:

  1. VITA prepares only Form 1040, Individual tax returns prepared. No partnership or corporate returns prepared.

  2. For Self-Employment Income on 1099-NEC, 1099-MISC, 1099-K and/or Cash Income ($35,000 is the maximum business expense deduction allowed)

  • A business loss cannot be taken without business income. Taxpayers with a business loss, no business income, or expenses in excess of $35,000.00 must seek a Paid Preparer to maximize any refunds or limit tax liability.
  • Please provide information on your vehicle: year, make & model.
  • Must have had only 1 business with no employees
  • Business home use deduction disallowed – even if part of the home was used in the business.
  • Depreciation and amortization deduction will not be taken
  • Only mileage expenses are allowed, actual expenses are not permitted
  • Had no inventory at any time during the year.
  • Cash accounting method must have been used

     3. Rental Income: Please seek a Paid Preparer. Out of Scope for VITA Programs.

     4.  Non-Cash Charitable deduction, $500 maximum allowed when using the VITA Program

 

Married Filing Joint returns:
The signatures of both spouses are required on Form 8879, e-file submission.

Married Filing Separate returns:
Spouse’s Name, SSN and date of birth is required on the tax return to allow for e-file. Mailing instructions will be provided to taxpayers if not provided.

Health Insurance Coverage for NJ State is required. Bring Form 1095-B or 1095-C documentation.

Income Guideline - $65,000 for all filing status whether Single, Married-Filing-Joint, Married-Filing-Separate, Qualifying Widow/er or Head of Household.

The VITA Program requires all returns, without exceptions to be electronically filed unless the return cannot be e-filed to be determined by the Program

Please email vita@uwcj.org for any questions on the above checklist.