Information to be Provided

COBA Brand

See the below lists of information to be emailed to the VITA Center after your appointment is scheduled (some items may not apply to you).

U.S. Citizens or Resident Aliens:

  • Completed Intake/Interview & Quality Review Sheet (IRS Form 13614-C)
  • Completed Virtual VITA/TCE Taxpayer Consent (IRS Form 14446)
  • All Forms W-2, 1099-MISC, etc. and information for all other sources of income you received during the tax year
  • Forms 1098-T and receipts for books and equipment purchased for educational purposes
  • Interest and dividend statements from banks (Forms 1099)
  • Total paid for daycare provider, provider's EIN
  • Social Security cards for you, your spouse, and dependents or ITIN assignment letters for any such individuals
  • Birthdates for you, your spouse, and dependents
  • Documentation of any donations made to U.S. charities
  • Documentation of property taxes paid on your home or personal property (vehicles)
  • All Forms 1095, Health Insurance Statements and Health Insurance Exemption Certificate, if received
  • Last year's federal returns (if possible), if you filed last year
  • Bank routing and account numbers for direct deposit
  • IRS Letter – Notice 1444 Your Economic Impact Payment

Non-Resident Aliens [generally, most international students]:

  • Completed Non-Resident Alien Intake/Interview & Quality Review Sheet (IRS Form 13614-NR)
  • Completed Virtual VITA/TCE Taxpayer Consent (IRS Form 14446)
  • Passport
  • Form I-94, Arrival and Departure Record
  • Photo ID for all taxpayers to be included on your tax return
  • Birthdates for you, your spouse, and dependents
  • Forms W-2, W-2G, 1099-R,1099-Misc from all employers
  • Forms 1042-S, Foreign Person's U.S. Source Income Subject to Withholding
  • Forms 1098-T and receipts for books and equipment purchased for educational purposes
  • Interest and dividend statements from banks (Forms 1099)
  • Last year's federal returns (if possible), if you filed last year
  • Bank routing and account numbers for direct deposit