UHV Volunteer Income Tax Assistance Program

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