2023 VITA Scheduling Information - SC Thrive (Trident)
For individuals or families in the following counties that earned $60,000 or less in 2022, agency schedules VITA tax assistance appointments for the following counties:
*Berkeley
*Charleston
*Dorchester
PLEASE NOTE: Follow prompts when calling 211 or SC Thrive scheduling lines to make an in-person appointment
Agency also provides online tax preparation for all residents of SC - see website to complete
What to bring:
-Proof of identification (photo ID)
-Social Security cards for you, your spouse and dependents
-An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
-Proof of foreign status, if applying for an ITIN
-Birth dates for you, your spouse and dependents on the tax return
-Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
-Interest and dividend statements from banks (Forms 1099)
-Health Insurance Exemption Certificate, if received
-A copy of last yearâs federal and state returns, if available
-Proof of bank account routing and account numbers for direct deposit such as a blank check
-To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
-Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
-Forms 1095-A, B and C, Health Coverage Statements
-Copies of income transcripts from IRS and state, if applicable