EVENT NAME: Free Tax Return Filing
WHEN: Fridays 10 a.m-1 p.m. (April 8 and 15)
Saturdays 1-3 p.m. (April 9 and 16)
WHERE: FRIDAY LINK to Join Any FRIDAY UHV FREE TAX Filing Zoom Meeting
https://uhv.zoom.us/j/89860258720?pwd=SnNFK2ZtaCsvM2RSclNqZHltM3lMQT09
FRIDAY Meeting ID: 898 6025 8720
FRIDAY Passcode: UHVVITA5
SATURDAY LINK to Join Any SATURDAY UHV FREE TAX Filing Zoom Meeting
https://uhv.zoom.us/j/83377871970?pwd=Y0ZlYVdzM1kzWkVVWFhib2NlcmVKUT09
SATURDAY Meeting ID: 833 7787 1970
SATURDAY Passcode: UHVVITA6
CONTACTS: UHV VITA Program Coordinator: Yingxu Kuang
UHV VITA Office Phone: (281) 396-3801
UHV VITA Email: freetaxhelp@uhv.edu
SPECIAL EMPHASIS/THEME: IRS-certified volunteer preparers, experienced CPA reviewer, IRS-certified e-filing
EVENT SUMMARY: AT LEAST A DAY BEFORE attending the online free tax filing sections, please contact us for related information and submit the required forms and tax documents to: freetaxhelp@uhv.edu
Forms
Virtual VITA/TCE Taxpayer Consent (Form 14446), Intake/Interview & Quality Review Sheet (Form 13614-C), and Consent to Disclose Tax Return Information to VITA/TCE Tax Preparation Sites (Form 15080) must be filled up and signed.
Tax Documents
Tax documents may include, but not be limited to, the following items:
- W-2, W-2G, 1099-G, 1099-NEC, 1099-MISC or Income transcripts from IRS, if applicable you received, etc.
- Self-employed persons should have their income statements ready
- 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 interest and 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/debit
- Married-filing-jointly: both spouses’ presence to sign the required e-filing forms