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Schedule
Schedule an appointment to have your federal and state taxes prepared for free by business and law students. Please use this page to determine if you are a non-resident or resident-alien for tax purposes. ***Appointments for non-resident students are only available on Tuesdays. Please keep this in mind when scheduling your appointment. Schedule Online. Use Internet Explorer when scheduling. Schedule over the phone
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- Photo identification
- Social Security cards for you, spouse and dependents
- Birthdates for you, spouse, and dependents
- Last year’s federal and state tax returns
- Bank routing and account number for direct deposit (blank check)
- Union name and amount paid
- Evidence of Health Care Coverage
- Form 1095-A – health insurance statement from The Marketplace/Healthcare.gov
- Form 1095-B – health insurance statement from insurer-insurance
- Form 1095-C– health insurance statement from an employer
Documents for Income Received
- W-2s from any employers
- Cancelled Debt/ Form 1099-C
- Dividends/Form 1099-DIV
- Gambling/Lottery winnings/Form W-2G
- Interest/Form 1099-INT
- Miscellaneous/Form 1099-Misc
- Pension/retirement/Form 1099-R
- Self-employment-business income/Form 1099-Misc
- Social Security income/Form SSA-1099
- Unemployment/Form 1099-G
- Alimony received
Documents for Income Paid
- Student loan interest/Form 1098-E
- Tuition and education expenses/Form 1098-T (PSU Students look on LIONPath website)
- Unreimbursed educator expenses
- IRA contributions
- Alimony paid
- Daycare provider’s information (name, tax ID, amount paid)
Documents Related to Itemizing Deductions on Schedule A
- Medical/dental expenses
- Taxes you paid (personal property, other)
- Interest you paid (Mortgage/Form 1098)
- Gifts to charity
- Miscellaneous deductions (e.g. unreimbursed job expenses-travel, union dues, tax preparation fees, safe deposit box)
If filing status is:
Married filing jointly, BOTH taxpayers must be present to sign the completed return before we can e-file.
Married filing separately, you will need your spouse’s Social Security number and name as it appears on the Social Security card.
- Social Security cards for you, spouse and dependents
- Birthdates for you, spouse, and dependents
- Last year’s federal and state tax returns
- Bank routing and account number for direct deposit (blank check)
- Union name and amount paid
- Evidence of Health Care Coverage
- Form 1095-A – health insurance statement from The Marketplace/Healthcare.gov
- Form 1095-B – health insurance statement from insurer-insurance
- Form 1095-C– health insurance statement from an employer
Documents for Income Received
- W-2s from any employers
- Cancelled Debt/ Form 1099-C
- Dividends/Form 1099-DIV
- Gambling/Lottery winnings/Form W-2G
- Interest/Form 1099-INT
- Miscellaneous/Form 1099-Misc
- Pension/retirement/Form 1099-R
- Self-employment-business income/Form 1099-Misc
- Social Security income/Form SSA-1099
- Unemployment/Form 1099-G
- Alimony received
Documents for Income Paid
- Student loan interest/Form 1098-E
- Tuition and education expenses/Form 1098-T (PSU Students look on LIONPath website)
- Unreimbursed educator expenses
- IRA contributions
- Alimony paid
- Daycare provider’s information (name, tax ID, amount paid)
Documents Related to Itemizing Deductions on Schedule A
- Medical/dental expenses
- Taxes you paid (personal property, other)
- Interest you paid (Mortgage/Form 1098)
- Gifts to charity
- Miscellaneous deductions (e.g. unreimbursed job expenses-travel, union dues, tax preparation fees, safe deposit box)
If filing status is:
Married filing jointly, BOTH taxpayers must be present to sign the completed return before we can e-file.
Married filing separately, you will need your spouse’s Social Security number and name as it appears on the Social Security card.
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Intake / Interview Sheet
To speed-up check-in time, you may complete the intake/ interview form and bring the completed copy with you. Please note: If you complete the form using your computer the data CANNOT be saved so please print it before closing the form. Printed copies of the form will be available at the site if you do not complete it in advance. |
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Scheduling Instructions
Please use our online scheduling system SimplyBook. You will be able to choose your day and time. Upon arrival you will be assigned to the next available volunteer. A confirmation email will be sent to your email upon completion of the appointment booking. Hours of Operation: Tuesday, Wednesday, Thursday, 5 – 8 p.m. Saturday 9 a.m. – 1 p.m. |