Now Make sure that you’re ready to file
Here are some key items for taxpayers to review before filing their tax return.
Documentation Requirements
Make sure to gather all of the following documents that apply to your tax situation and bring them with you to your appointment. If documents are missing, we will not complete your tax return.
- Photo ID for taxpayer (and spouse, if filing jointly)
- Social Security cards (or ITIN letters) and birth dates for everyone on your tax return
- Checking, savings, or prepaid card account and routing numbers for direct deposit
- Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-MISC, 1099-NEC) from all income sources
- Form 1099-G for any unemployment compensation received
- Total paid for daycare provider and the daycare provider’s tax ID number
- Interest, dividend, or sales transaction statements from banks or investments (Form 1099-INT, Form 1099-DIV, Form 1099-B)
- Information about any other income or expenses to be included in your tax return, such as self-employment, college tuition, student loans, mortgage payments, property tax receipts, or charitable contributions
- Form 1095-A Health Insurance Marketplace Statement, if you purchased insurance through HealthCare.gov
- Any letters, correspondence, or other documents sent to you by the IRS or your state tax administration
- Copies of income transcripts from IRS and state for prior year returns, if applicable
Certain complex tax situations are outside the scope of the VITA program. See the IRS website or our poster at the library for more info. For example, we cannot prepare tax returns with farm income, rental property, or self-employment involving inventory or claiming a home office deduction.
Please be advised that the site operating hours, volunteer availability, and services offered are limited. Your patience and understanding are appreciated.
We follow the policies of the Faulkner County Library for weather-related closures. Please check for updates on the library’s website or Facebook page. We will also make all effort to contact clients with appointments affected by a weather-related closure.
Get banked to get ready to direct deposit
Direct deposit gives taxpayers access to their refund faster than a paper check. Those without a bank account can learn here about banks in our community that offer a low-fee checking account with no background check required. Veterans should see the Veterans Benefits Banking Program for access to financial services at participating banks.
Anyone interested in saving a portion of their refund should consider using or opening a savings account, US Savings Bond, second checking account, or prepaid debit card. Taxpayers who commit to saving a portion of their refund in a separate account will be eligible to win a prize!
