Georgia United Foundation

Email: foundation@gucu.org

Phone: 770.476.6409

Address: 6705 Sugarloaf Parkway,  Duluth, GA 30097

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© 2019 Georgia United Credit Union Foundation

ATHENS VitA TAX PREPARATION SCHEDULE 

PLEASE SELECT A DATE BELOW 
  • Proof of identification

  • Social Security Cards or Individual Taxpayer Identification notices/cards for you, your spouse and/or dependents and/or a Social Security Number verification letter issued by the Social Security Administration

  • Your birth date and birth dates of your spouse and/or dependents

  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers

  • Interest and dividend statements from banks or credit unions (Forms 1099)

  • Records of earnings (Forms 1099 and/or cash) from self-employment and expenses related to self-employment income

  • A copy of last year's federal and state returns.  If not available, you can obtain a Tax Return Transcript at IRS.gov/transcript and download a copy of your federal return immediately 

  • Documents supporting itemized deductions, child/dependent care, etc., where applicable

  • Account and routing numbers for Direct Deposit purposes

  • Forms 1095-A, B or C, Affordable Healthcare Statements

PLEASE SELECT A DATE BELOW