COME PREPARED What Should I Bring to My Appointment?
Whether you're attending a free tax appointment or meeting with us to sign up or renew your benefits, you'll need to bring some documentation.
Select your meeting type below:
COME PREPARED What should I bring to my Free Tax Appointment?
Please use the table below as a checklist for what to bring to your free tax appointment.
Note: The downloadable checklist includes a more comprehensive list of documents.
Documentation | Description | Required | If Applicable |
---|---|---|---|
Photo ID | Bring a Drivers License, State ID, Military ID or Passport. | ✅ | |
Social Security or ITIN | Note that W-2s are NOT valid SSN verification. | ✅ | |
Income Documentation | Bring W-2s, 1099s, etc. for each tax year you are filing. | ✅ | |
Bank Account and Routing Numbers | The account you wish your return to be deposited into. | ✅ | |
Married or Filing Jointly | Your spouse will need to be present with a valid form of ID. | ✅ | |
Tax Forms or Letters | All letters or forms provided by the IRS, your employer or government agencies. | ✅ | |
Self Employment Records | Bring all available documentation of your expenses and income. | ✅ | |
Healthcare.gov Insurance | Bring your 1095-A form. | ✅ | |
Identity Theft Victims | Each year you will receive a new IP PIN. Your taxes will be rejected without it. | ✅ | |
Amending Previous Returns | Bring the original return and any documents used to file that year. | ✅ |
missed the tax day deadline? File Your Taxes in The Summer
Tax Day is on April 15, 2024. However, we'll still file your taxes for free during the Summer. Please fill in our form below and we'll notify you when our Summer free tax filing appointments open up.
If you don't owe money to the IRS, you won't be negatively affected by filing past April 15th, 2024. If you think you owe money to the IRS or the state, you may receive a late payment penalty, but you should still file (and we'll help you do so).
FREE TAX FILING Get Your Refund, ALL of It
We offer professional, high-quality tax filing services at five locations throughout Tulsa. When you file with us you have the opportunity to enroll in government benefits like SoonerCare and SNAP, so you can stretch your refund even further.
Ready to File?
Free Tax Prep and Filing
At Tulsa Responds we believe that no low-to-mid-income household should have to pay to file their taxes. That’s why our IRS-certified tax preparers give free tax help to those who need it.
Our program is part of a national IRS initiative, Volunteer Income Tax Assistance (VITA) to help taxpayers get access to qualified tax preparers. Nearly 20% of Tulsa households don't file their taxes because they don't owe anything, but they don't realize they might be missing out on hundreds or thousands of dollars in tax credits owed to them. That’s why we’ve joined the IRS’ national initiative, Volunteer Income Tax Assistance (VITA). File your taxes with us and you’ll get your entire refund and tax credits without paying a penny in prep fees.
Please use the table below as a checklist for what to bring to your free benefits appointment.
Note: The downloadable checklist includes a more comprehensive list of documents.
Documentation | SoonerCare | SNAP | ACA |
---|---|---|---|
Proof of Citizenship (Passport, Social Security Card, Drivers License, etc.) | ✅ | ✅ | ✅ |
Proof of Income (Paystubs, Letter from Employer, etc.) | ✅ | ✅ | ✅ |
Immigration Status (Forms I-94, I-94A, I-151 or I-551) | ✅ | ✅ | ✅ |
Proof of Unearned Income (SSDI, SSI Award Letter, Unemployment) | ✅ | ✅ | ✅ |