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-current year’s tax package and/or label
-all forms (W-2, 1099s, etc.)
-information for other income
-information for all deductions/credits
-copy of last year’s tax return
-proof of account for direct deposit of refund (e.g., voided check)
-Social Security cards for you, your spouse, and/or dependents
-valid photo I.D. for yourself and/or your spouse.
This free service will be offered by VITA volunteers at the Santa Clara City Library’s Cedar Room, 2635 Homestead Road, from 9 a.m. to 2 p.m. on the following dates: February 2, 9, 23; March 1, 8, 22, 29; April 5, 12.
For other Santa Clara County locations, see
Santa Clara County VITA sites
For more information about this volunteer service, please contact the IRS at 1 (800) 829-1040, or visit the website at Volunteer Income Tax Assistance and Tax Counseling for the Elderly