Schedule
We will begin doing 2024 tax returns in February 2025.
You will be able to schedule appointments beginning in late January 2025
Please use the button below to determine if you are a non-resident or resident-alien for tax purposes. Keep your residency status in mind when scheduling your appointment.
We will begin doing 2024 tax returns in February 2025.
You will be able to schedule appointments beginning in late January 2025
Please use the button below to determine if you are a non-resident or resident-alien for tax purposes. Keep your residency status in mind when scheduling your appointment.
***Please read the information below before making your appointment. Be sure to bring all required income, expense, and identification documents with you. These documents MUST be in print form and in hand when you arrive for your appointment.
- Photo identification - required
- Social Security cards for you, spouse and dependents - required
- Birthdates for you, spouse, and dependents - required
- Last year’s federal and state tax returns
- Bank routing and account number for direct deposit (voided check)
- If you have health insurance through the insurance marketplace bring Form 1095-A
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
- Non-employee Compensation/Form 1099-NEC
- Pension/retirement/Form 1099-R
- Self-employment-business income/Form 1099-Misc
- Social Security income/Form SSA-1099
- Unemployment/Form 1099-G
- Alimony received
- Foreign Person’s Income Subject to Withholding/Form 1042-S (Nonresidents Only)
NOTE: 1042-S forms often do not arrive until early March.
Documents for Expenses 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)
- HSA contribution
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 - required
- Birthdates for you, spouse, and dependents - required
- Last year’s federal and state tax returns
- Bank routing and account number for direct deposit (voided check)
- If you have health insurance through the insurance marketplace bring Form 1095-A
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
- Non-employee Compensation/Form 1099-NEC
- Pension/retirement/Form 1099-R
- Self-employment-business income/Form 1099-Misc
- Social Security income/Form SSA-1099
- Unemployment/Form 1099-G
- Alimony received
- Foreign Person’s Income Subject to Withholding/Form 1042-S (Nonresidents Only)
NOTE: 1042-S forms often do not arrive until early March.
Documents for Expenses 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)
- HSA contribution
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 & Virtual VITA/TCE Taxpayer Consent -For U.S. Citizens & Resident Aliens Only - THERE ARE CURRENTLY NO APPOINTMENTS AVAILABLE
To minimize the time you spend at the site we strongly recommend you complete the intake/ interview form and the virtual consent form and bring the completed copies with you. Click the buttons on the right to access the forms. Please note: If you complete the forms using your computer the data CANNOT be saved so please print them before closing the forms. Printed copies of the form will be available at the site if you do not complete it in advance. |
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Intake / Interview Sheet & Virtual VITA/TCE Taxpayer Consent -For Non-Resident Aliens Only - THERE ARE CURRENTLY NO APPOINTMENTS AVAILABLE FOR NONRESIDENTS
To minimize the time you spend at the site we strongly recommend you complete the intake/ interview form and the virtual consent form and bring the completed copies with you. Click the buttons on the right to access the forms. Please note: If you complete the forms using your computer the data CANNOT be saved so please print them before closing the forms. 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 by clicking on the Scheduling tab to the right. 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. NOTE: If for any reason you cannot make your appointment, call and let us know so that we can reschedule your appointment and open that time for other clients. Hours of Operation: Location Tues. 12:00 - 8:30 325 Boucke Building Wed. 1:00 - 8:30 University Park PA 16802 Thurs. 4:30 - 8:30 Fri. 10:00 - 1:00 Sat. 9:00 - 12:30 FOR PSU STUDENT ATHLETES ONLY Tues. 12:00-2:00 Morgan Academic Center To schedule an appointment, either use the link to the right that says "Schedule Your Appointment" or schedule by phone at 814-863-4147 |
Scheduling Link
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