Taxpayers should bring the
following information with them when visiting a VITA, TCE or AARP site:
- Social Security cards for you, your spouse and each of your children (all individuals claimed on the income tax return)
- Current year's tax forms and preparation booklet
- Copy of last year's federal and state income tax return (optional but helpful)
- Forms W-2 for every job you or your spouse worked last year
- 2009 real estate tax receipt
- Unemployment compensation statements (Form 1099G)
- SSA-1099 if you received Social Security benefits
- All Forms 1099 showing interest and/or dividends
- Total you paid for childcare expenses and the name, address, and Tax ID/Social Security Number of the childcare provider
- Total of the student loan interest you paid
- Form 1098 for you, your spouse, and/or dependent children if you paid tuition
- A voided personal check or deposit slip, if you want your refund directly deposited
For more information on taxpayer assistance programs,
visit the MoTax site.
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