Reduce your waiting time at the tax prep site – download forms here

You may save time and avoid extra trips to gather your documents by using the following tools to make sure you bring ALL the documents needed to prepare your return completely and accurately.
Fillable Intake/Interview & Quality Review Sheet

This a fillable form in PDF file format. You may complete it online and print the form or download the form, print and complete by hand. Page 2 of this form is an extensive checklist to help you organize all the documents needed for your tax return. DO NOT COMPLETE PAGE 4.

Consent Forms

This is a set of four pages that you may download, print and sign.

As an IRS VITA / TCE Partner, MakeChange NoCo is required to provide written notice to the taxpayer and receive signed consent when using or disclosing taxpayer information for purposes other than preparing tax returns (current, prior, or subsequent year), fundraising, and/or marketing activities in accordance with Treasury Regulation 7216. The consent forms are customized to be specific for their particular use and disclosure.

Getting Prepared – Documents to Bring With You
  • Valid photo identification
  • Social Security cards or Individual Taxpayer Identification Number (ITIN) letters for you, your spouse and all children or other dependents listed on your return.
  • A copy of last year’s tax return – if you do not have a copy, visit www.irs.gov
  • A VOIDED check for Direct Deposit of your refund
Income and expense documentation including:
  • W-2 Forms from all jobs worked in 2018
  • Income statements for Pension (1099-R) and Social Security (1099-SSA)
  • Statements for all other income, such as self-employment (1099-MISC), interest and dividends (1099-INT) and brokerage statements (1099-B)
  • Statements of cash income, prizes and awards received
  • College tuition and student loan interest statements (1098-T and Bursar’s Statement), plus documentation of education expenses
  • Lottery/gambling winnings and loses (1099-G)
  • Alimony paid (must have Recipient’s SSN) or received
  • ALL ACA Forms 1095-A, 1095-B or 1095-C
  • Documentation for all deductions if itemizing on Schedule A
For more information:
  • Call United Way 2-1-1 for answers about eligibility for VITA / TCE services
  • Download this 2019 MakeChange Flyer
  • Contact us at 970-599-1765 or visit a preparation siteÂ