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Forms and What to Bring

Download the required intake form and prepare for your tax appointment.

Complete pages 1–5 of Form 13614-C before your appointment. Printed copies may also be available at participating community centers and libraries.

Bring these items

  • Government-issued photo identification for you and your spouse
  • Social Security cards or ITIN letters for every person on the return
  • All Forms W-2, 1099, 1098, 1095, and other tax documents
  • A copy of your prior-year return, if available
  • Childcare-provider information and education or health-insurance documents, when applicable
  • Bank routing and account numbers for direct deposit
  • Your current six-digit IRS Identity Protection PIN, if one was issued to anyone on the return

For a married-filing-joint return, both spouses must be present to sign the required forms.