VITA Tax Preparation Assistance

This free tax preparation is by appointment only. Please call the Mvskoke Loan Fund at: (918) 549-2603 for more information or to schedule your appointment.

This tax forms / preparation checklist should help you get organized before filing your next income tax return

Tax Preparation for Personal Information

The IRS needs to know who is filing the tax return, as well as how many people are covered on it.

To make this easy, they require:
• Your Social Security number (bring card)
• Your spouse’s Social Security number (if married)
• Social Security numbers for any dependents (bring cards)
• State issued photo ID and Tribal ID if applicable

Tax Preparation for Income Information.

The following documents will help you prepare all the income information that you need to file a federal tax return:
• W-2 Forms from all employers you (and your spouse, if filing a joint return) worked for during the past tax year
• 1099 Forms if you (or your spouse) completed contract work and earned more than $600
• Investment income information (including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments)
• Income from local and state tax refunds from the prior year
• Business income (accounting records for any business that you own)
• Unemployment income
• Rental property income
• Social Security benefits
• Miscellaneous income (including: jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts)
• Homebuyer tax credit
• Green energy credits
• IRA contributions
• Mortgage interest
• Student loan interest
• Medical Savings Account (MSA) contributions
• Self-employed health insurance
• Moving expenses
Tax Preparation for Credits and Deductions There are many tax credits and tax deductions for various expenses, which are designed to help lower the amount of tax that an individual has to pay:
• Education costs
• Childcare costs
• Adoption costs
• Charitable contributions/donations
• Casualty and theft losses
• Qualified business expenses
• Medical expenses
• Job and moving expenses
• Gambling winnings and losses information

Tax Preparation for Direct Deposit

Are you interested in having your tax refund directly deposited into your bank account?

If so, you will need to provide two things:
• Your bank account number
• The bank’s routing number

Last Year’s Tax return

To assist in the accuracy of preparing your return, please bring a copy of last year’s tax return which will help for comparison purposes.