Important Notice:
If you lived in a state other than Pennsylvania at any time during 2023, VITA will not prepare that state’s return. VITA will only prepare PA returns.
What to bring to your appointment:
To prepare your tax returns, we need you to have the proper documents, including:
- Social security card for you and your spouse, plus All dependent’s social security cards
- Photo ID for yourself and spouse
- All tax forms from 2022 (for example, W-2, 1099, 1098, 1095)
- If you purchased health insurance through the Marketplace, you must bring form 1095-A. Otherwise, your taxes will not be prepared. If you do not have one, login to your Marketplace account or call the Marketplace (1-800-318-2596)
- Savings account routing and account numbers (checking account is fine) for direct deposit
- Last year’s tax return (Federal and PA)
- If married, you and your spouse will need to attend the appointment
If you are feeling ill the day of your appointment, PLEASE stay home and reschedule your appointment!
Cancellation Policy:
Call 2-1-1 to cancel at least 4 hours prior to your appointment.
Snow/Bad Weather Procedure:
Call 2-1-1 for more information and to reschedule your appointment.
