Every taxpayer must fill out the first four pages of the IRS form 13614-C “Intake/Interview & Quality Review Sheet” prior to meeting with the volunteer tax preparer. We recommend that you fill it out at home prior to your arrival. If that is not possible, please arrive 15 minutes early to fill it out on site.
WE MUST SEE a Government issued photo ID for the taxpayer and spouse (drivers license, passport, etc)
WE MUST SEE Social Security cards for taxpayer, spouse, and dependents
(or the tax return that WE filed for you last year, or your SSA-1099, or a letter from Social Security)
Bring last year’s tax return if you have it.
Bring any tax documents that you have received for the year
If you want your refund by direct deposit bring a copy of one of your checks (no deposit slips)
If you might want to itemize deductions, you can download the Schedule A worksheet
If you operate a business, please download the Schedule C worksheet
Tax Documents you may need:
It’s helpful if you would kindly remove all documents from the envelopes
INCOME
SSA-1099 Social Security Year-end Earnings Statements
All W-2s if you work
All 1099s (e.g. 1099-R, 1099-Div, 1099-lnt, 1099-B, 1099-Misc, 1099-NEC, 1099-LTD)
1099-G Record of state tax refund, paid family leave, or unemployment compensation
Other income such as Gambling Winnings, K-1, or Jury Duty pay
1099-B Brokerage statements if you sold stocks, and records of the stocks’ purchase
price if the broker’s statement does not contain that information
Interest Year-end statements from banks
Self-employment earnings and expenses, including cash payments and mileage
DEDUCTIONS (only if you want to itemize deductions)
medical expenses
charitable gifts
real estate tax bills
1098 mortgage interest statement
gambling losses, etc
CREDITS / ADJUSTMENTS
Child Care provider name, address, phone#, and tax ID (EIN or SSN) if you paid for
child care in order to work or go to school
Student loan interest payments, education expenses, educator expenses
Amount of any contributions to IRA accounts
Information on a First-time Home Buyer credit from 2008 for repayment
GENERAL
Amount of any estimated taxes that you have paid for TY2022
Tax returns for the last two years – 2020 and 2021
Form 1095-A if you purchased health insurance from Covered California
FTB Form 3895 if you received a California subsidy to help pay health insurance
Anything you receive that is labeled as an important tax document
Banking information for direct deposit of refund
..
Download a “What to Bring” Sheet for Davis
Download a “What to Bring” Sheet for West Sacramento
Download a “What to Bring” Sheet for Rancho Yolo
Download a “What to Bring” Sheet for Winters
Download a “What to Bring” Sheet for Woodland for AARP
Download a “What to Bring” Sheet for Woodland for VITA
Download a IRS form 13614-C “Intake/Interview & Quality Review Sheet” for AARP English
Download a IRS form 13614-C “Intake/Interview & Quality Review Sheet” for AARP Spanish
Download a IRS form 13614-C “Intake/Interview & Quality Review Sheet” for VITA
..