• Virtual VITA/TCE Taxpayer​ Consent Form 14446 Virtual VITA Consent.pdf​
  
• U.S. Taxpayers please fillForm 13614-C.pdf​
  
• Hoja de Adm​isión/Entrevista y Verificación de Calidad Form 13614-CS Españ​ol.pdf
  
• Intern​ational/Foreign Students and Scholars please fillForm 13614-NR.pdf​​​​​
  

For U.S. Citizens or Resident Aliens, bring a completed Intake/Interview and Quality Review Sheet (IRS Form 13614-C).pdf​

• W-2, W-2G​, 1099-G, 1099-NEC, 1099-MISC or Income transcripts from IRS, if applicable you received, etc. 
  
• Form 1098-T and Student Fee Bills
  
• Form 1099-INT, Form 1099-DIV, (Interest and dividend statements) 
• Total paid for daycare provider and provider's EIN
  
• Form SSA-1099 for Social Security Income
  
• Social Security cards for you, your spouse and dependents, or
• ITIN assignment letter
• Documentation of any donations made to U.S. charities
• Form 1098 for property taxes paid on your home or personal property (vehicles) documentation
• Form 1095-A Marketplace Health Insurance 
  
• Health Savings Account Statement (HSA)
  
• Bank routing and account numbers for direct deposit
• Married-filing-jointly: both spouses' presence to sign the required e-filing forms
• Form 13614-C Intake/Interview and Quality Review Sheet - IRS completed  
  
  

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-NEC, 1099-MISC from all employers
• 1042-S, Foreign Person's U.S. Source Income Subject to Withholding
• Nonresident Alien Intake and Interview Sheet​