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Help if you need to get missing tax-related documents

Here are resources in the event you do not have items needed to have your tax return completed by a VITA volunteer:

  • Photo ID. Any government-issued ID. A driver’s license can be obtained from your local Department of Motor Vehicles (DMV). Other acceptable forms of ID include military ID (military and dependents), previously issued U.S. passport or passport card, or current government ID (city, state or federal).
  • Social Security Card or Individual Taxpayer Identification Number (ITIN). Don’t have a Social Security card? Order one here. You can find additional information about your ITIN here.
  • Copy of last year’s tax return. If you do not have your previous tax return, you can get your free transcripts immediately online. You also can get them by phone, by mail or by fax from the time IRS receives your request. Find out more information here.
  • W-2. A W-2 shows your wage-earning information and is usually mailed or emailed to you. If you haven’t received your W-2 by January 31, please contact the HR person at your company.
  • SSA-1099, 1099-R and 1099-G. Visit www.ssa.gov.
  • 1095 Health Coverage Form. If you are enrolled through www.HealthCare.gov, this is the form that shows your household Marketplace plan. Learn how to access it here.
  • Direct Deposit Information. Please bring your bank account and routing number information. These can be found at the bottom of your check or deposit slip that is linked to the account you want to use. You also can find this through your banking app or online account, or you can call your bank for the information.
  • Advance CTC letter 6419: In late December 2021, and continuing into January, the IRS sent letters to people who received advance Child Tax Credit payments. The letter says, “2021 Total Advance Child Tax Credit (AdvCTC) Payments” near the top and, “Letter 6419” on the bottom righthand side of the page. The letter contains important information that can help ensure the tax return is accurate. People who received advance CTC payments can also check the amount of the payments they received by using the CTC Update Portal available on IRS.gov. Eligible taxpayers who received advance Child Tax Credit payments should file a 2021 tax return to receive the second half of the credit. Eligible taxpayers who did not receive advance Child Tax Credit payments can claim the full credit by filing a tax return.
  • Third Economic Impact Payment letter 6475: In late January 2022, the IRS will begin issuing letters to people who received a third payment in late January 2021. The letter says, “Your Third Economic Impact Payment” near the top and, “Letter 6475” on the bottom righthand side of the page. Most eligible people already received their stimulus payments. This letter will help individuals determine if they are eligible to claim the Recovery Rebate Credit (RRC) for missing stimulus payments. People who are eligible for RRC must file a 2021 tax return to claim their remaining stimulus amount. People can also use IRS online account to view their Economic Impact Payment amounts.
  • NOTE: Both letters – 6419 and 6475 – include important information that can help people file an accurate 2021 tax return. If a return includes errors or is incomplete, it may require further review while the IRS corrects the error, which may slow the tax refund. Using this information when preparing a tax return electronically can reduce errors and avoid delays in processing.

 

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