You may be able to 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.
Consent Forms Intake Forms
Spanish Consent Forms Spanish Intake Forms
Colorado Durable Power of Attorney
This is a set of nine 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. IRS form 14446 grants us permission to remove your tax documents from the physical site.
Also included in this packet is IRS 13614-C. This is also know as the intake or screening form. The first page covers your name, address, birth date and information about people living in you house. Pages 2 and 3 cover information about your income, expenses, and health insurance. Makechange NoCo does not use the software that requires you to complete page 4.
IRS-provided Document Checklist for Free Tax Preparation
- Proof of identification (photo ID)
- Social Security cards for you, your spouse and all dependents listed on your tax return
- An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
- Birth dates for you, your spouse and dependents on the tax return
- Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
- Interest and dividend statements from banks (Forms 1099-INT and 1099-DIV)
- Forms 1099-B, Proceeds From Broker and Barter Exchange
- A copy of last year’s federal and state returns, if available
- For direct deposit, proof of bank account routing and account numbers, such as a blank check
- To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms, or present a notarized Durable Power of Attorney.
- Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number
- Forms 1095-A or -B, Health Coverage Statements