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Schedule
Schedule an appointment to have your federal and state taxes prepared for free by business and law students. You must be a U. S. citizen or resident-alien to receive services at this VITA site. Please use this page to determine if you are a non-resident or resident-alien for tax purposes. If you have lived in the U. S. long enough (about 5.5 years) to be a resident for tax purposes, we can assist you. If you are a non-resident alien, we CANNOT do your return. You should get help from Global Connections. 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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International Students - READ FIRST
There are two offices on the University Park campus that help with the U.S. income tax returns for international student and scholars who are considered by the IRS as non-residents for tax purposes.
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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. – 12 p.m. |