CAPV VITA Appointment Info

Thank you for scheduling an appointment with Community Action Pioneer Valley’s VITA Free Tax Assistance program! On the day of your appointment, it is important that you bring tax-related documents with you. If you're missing documentation, it will take longer to get your refund!

Make sure you bring:

  • Photo IDs and original copy of Social Security cards or ITINs for everyone on the return
  • Any income documents such as W2s or 1099s
  • Health insurance forms such as a 1099-HC or 1095-A  
  • Your bank account information, including router number and account number 
  • If you’re 65 and older and you are a homeowner, please bring documents showing 2025 real estate taxes, 2025 water and sewer amount paid, and the assessed value of your home. If you rent, tell us your landlord’s name, address, and the rent you paid in 2025. 
  • Form 1098-T showing tuition paid and documentation about any other education expenses 
  • If you worked any overtime hours, bring your last paystub of 2025  
  • If you purchased a new car in 2025 for personal use, bring the VIN and lender loan statement  
  • If you’re self-employed, information about your business including receipts, mileage logs, and invoices showing your income and expenses  
  • If you’re self-employed and received tips, a tips statement or log 

 

 

Locations:

Greenfield Tax Clinic: 393 Main St., 4th Floor

Northampton Tax Clinic: 155 Pleasant St.