The Davis-Monthan AFB Volunteer Income Tax Assistance (VITA) Office volunteers are trained and certified by the IRS to prepare a variety of returns for our military community. This is a free service for any Active Duty, dependents (with military ID), National Guard, Reserve, Public Health, and Military Retiree with access to the base. Assistance is by appointment only. Appointments are made by contacting the legal office. Please note that due to software changes, the VITA office will likely be unable to access your previous year’s return. To expedite return preparation and insure accuracy, you may want to bring your previous returns to your appointment. Previous returns can be retrieved by contacting the IRS.
Key paperwork to bring to your appointment:
· Military ID for Taxpayer and Spouse (not required for dependents unless we are doing a return for them)
· Social Security Number (SSN) Cards for everyone who is listed on the return -- MANDATORY PER THE IRS
o IRS approved alternatives for the SSN Card are: Medicare Card Part A or Social Security Benefits Statement with your SSN on it. NOTE: The Social Security Agency (SSA) is no longer issuing letters with your name and SSN on it while waiting on a new card so now is the time to contact the SSA if you cannot find your card. You can get a new card at the Social Security Office located at 3808 N 1st Ave, just north of Prince Rd, contact phone number is 1-800-772-1213.
· Last year’s Tax Return
· All Tax Forms (W-2s, 1099's, 1098's, etc)
· Account Information for Direct Deposit (Institution, Account #, and Routing #)