Sam Spade's San Francisco

To receive this free assistance, you should bring the following records to your military VITA site:

- Valid photo identification
- Social Security cards for you, your spouse and dependents or a social security number verification letter issued by the Social Security Administration
- Birth dates for you, your spouse and dependents
- Current year’s tax package, if you received one
- Wage and earning statement(s) -- Form W-2, W-2G, 1099-R
- Interest and dividend statements (Forms 1099)
- A copy of last year’s federal and state tax returns, if available
- Checkbook (to get routing number and account number for direct deposit)
- Total amount paid for day care and day care provider’s identifying number
- Other relevant information about income and expenses

If your filing status is Married Filing Jointly and you wish to file your tax return electronically, both you and your spouse should be present to sign the required forms. If it isn’t possible for both to be present, a valid power of attorney that allows tax preparation can be used to sign and file the return.

There is a special exception to using a power of attorney for spouses in combat zones that permits the filing spouse to e-file a joint return with only a written statement setting forth that the other spouse is in a combat zone and is unable to sign.

For more information, review IRS Publication 3, Armed Forces’ Tax Guide, available on the IRS Web site at IRS.gov or order a free copy by calling 800-TAX-FORM (). Link – Publication 3, Armed Forces’ Tax Guide (PDF 1010.5K)

You can also call a tax consultant at 1- (7a.m.-11p.m. EDT) or e-mail a consultant to help you with your personal tax-related questions.

Good luck and thank you for your service to our country.

.