Volunteer Income Tax Assistance Program (VITA)
taxpayers and families may need assistance from time to time with
filing federal and state income tax returns, and to be certain that
they are receiving all of the appropriate credits and deductions
available to them.
The Volunteer Income Tax Assistance (VITA)
Program offers free tax help for low-to moderate-income people
who cannot prepare their own federal or state tax returns. IRS trained
and certified individuals help prepare basic income tax returns to
inform taxpayers about special tax credits for which they may qualify
such as the Earned Income Tax Credit and Child Tax Credit.
Items you need to bring to have your tax returns prepared:
It is imperative that you bring all
of the following documents with you to your appointment. Failure
to do so can result in your taxes not being completed and filed.
- Valid Photo ID (Driver’s License, State ID, Military ID, Passport, Student ID)
- Original Social Security Card for you, your spouse and all dependents or a
letter from the Social Security office verifying your SSN and those
whose cards you do not have. If you are planning to file Married
Filing Separately, please note you will still need the Social Security
Number of your spouse on your tax return.
- Verification of birth dates for anyone listed on the tax return (State ID, Driver’s License, Birth Certificate for children).
- Copy of your previous year’s Federal and State income tax returns (if available and complete).
- Income documentation:
W-2 Forms from all jobs worked in the tax year
All 1099 forms you may have received
Routing Transit Number and bank account number for direct deposit of
your refund. Bring either a blank check or verification from the
bank of the transit number for your savings account and/or checking
Other Documents to Bring If They Pertain to You:
care expenses/receipts, including the provider’s name, address, federal
ID tax number and state of Hawaii tax ID number or social security
number of the care giver (You must have the federal and state tax ID number or social security number to claim the child & dependent care expenses credit).
- If renting, total amount of rent or letter, landlord’s name, address and Hawaii State Tax number.
- Unemployment benefits verification (1099-G).
- Social Security benefits statement (SSA-1099 for 2011).
- Mortgage statements, property tax bills (for homeowners).
- College tuition, award letters, student loan interest statement (1098-T).
- Alimony paid or received.
- Prizes, awards, lottery/gambling winnings (W-2G forms).
- Documentation of Union Dues Paid (provided by your union or last year-to-date paystub for the tax year).
- Donations made (documentation from the agency/foundation who receive the donation and the amount of the donation).
Please know that it is ALU LIKE, Inc.’s priority that YOUR PRIVACY & CONFIDENTIALITY WILL BE STRICTLY PROTECTED.
Services provided by APPOINTMENT ONLY. Please call for an appointment or more information.
ALU LIKE, Inc.
2969 Mapunapuna Place, Suite 200
Honolulu, HI 96819