UHD VITA Information
Online and Phone Appointments and "What You Need"
2020 Tax Season
** TAX FILING DEADLINE EXTENDED JULY 15!**
UHD VITA Has Moved Online
As a result of recent events, the UHD VITA Office will not be seeing face-to-face appointments. For assistance please call the VITA Office at 713-222-5328 or email uhdvita@uhd.edu to request either a zoom (online) or phone appointment.
"What To Fill Out": see the List below and the attached
What to Bring to Your VITA Online or Phone Appointment
For U.S. Citizens or Resident Aliens, bring a completed Intake/Interview and
Quality Review Sheet (IRS Form 13614-C).pdf
- W-2, 1099-MISC, etc. and all sources of income you received in the current tax year
- Student, Fee Bills
- Interest and dividend statements from banks (Forms 1099)
- Total paid for daycare provider, provider's EIN or
- Social Security cards for you, your spouse and dependents, or
- ITIN assignment letter
- Documentation of any donations made to U.S. charities
- Property taxes paid on your home or personal property (vehicles) documentation
- All Forms 1095, Health Insurance Statements and
- Health Insurance Exemption Certificate, if received
- Last year's federal returns, if you filed last year
- Income transcripts from IRS, if applicable
- Bank routing and account numbers for direct deposit
- Married-filing-jointly: both spouses' presence to sign the required e-filing forms
- A completed Intake/Interview and Quality Review Sheet - IRS Form 13614-C
Non-Resident Aliens:
- Passport
- Form I-94, Arrival and Departure Record
- Photo ID for all taxpayers to be included on your tax return
- Foreign status proof, if applying for an ITIN
- Birth dates for you, your spouse and dependents on the tax return
- W-2, W-2G, 1099-R,1099-Misc) from all employers
- 1042-S, Foreign Person's U.S. Source Income Subject to Withholding
- Nonresident Alien Intake and Interview Sheet
