NABA VITA CLINIC
FREE TAX RETURN PREPARATION
Partners: IRS, United Way, CareSTL Health Ctr, STL Comptroller's Office
The VITA CLINIC is operated by the St. Louis Chapter of the National Association of Black Accountants, serving low-to-moderate income individuals in the St. Louis metropolitan area.
We are seeing taxpayers by appointment only
What to bring to your APPOINTMENT
Your Photo ID (and spouse's - if filing jointly)
Social Security cards and birthdates for you and all dependents
Letter 6419 (IRS will send a letter to each spouse - even if you only received one check/deposit for Advance Child Tax Credit payments disbursed to you during 2021. Bring all 6419 letters.
Letter 6475 from IRS detailing 2021 Economic Impact Pmt (EIP, alsocalled stimulus payment).
W-2, 1099-R, 1099- NEC, 1099-MISC, 1099-INT, 1099-C and any forms with 1099 on it (Social Security, Railroad retirement, pension, unemployment, stock transactions, etc)
2019 & 2020 returns. (A special "lookback" tax rule may give you a larger Earned Income or Child Tax Credit. We can see if you qualify)
Form 1095A is REQUIRED if you purchased health insurance through Marketplace (aka Obamacare), Your return will be rejected by IRS without this form.
Charitable donation documentation
Daycare Info (amt paid, provider's name, address & tax ID)
1098-T and student fee activity statement from educational institution.
1098-E Student Interest
Bank routing & account numbers (voided check preferred)
If IRS sent you a letter with 6-digit IP PIN, bring letter with you. Must have to file your return!!
PAID Real Estate / Pers. Prop. tax bill (Itemizing or Circuit Breaker)
For MO Property Tax Credit (circuit breaker) MO Form 5674 (Verification of Rent Paid) - signed by property owner or paid Real Estate tax receipt, proof of SSI income letter, VA benefits awards letter - NO RENT RECEIPTS!
Retirees - Insurance premium cost for Medical, dental, prescription & vision
Any other document you feel might be needed that is not mentioned above
If unable to keep original appointment, send an email to schedulicity.com/scheduling/VIT5R5U so we can re-schedule.
To contact VITA Tax clinic for any other reason, email us at nabavitaSTL1@gmail.com. We will reply promptly.
Visit our main website to learn more about National Association of Black Accountants: https://community.nabainc.org/stlouis/home?mc cid=9ab05d2898&mc eid=c25a7ece29