…enriching seniors' lives through advocacy, diverse programming, and wellness and nutrition opportunities.
TVVITA Process
Assemble your return packet. Your packet begins with Form 13614-C Intake Interview and Quality Review Sheet. This form includes basic information about you and your household that we will use to start your return. It also asks a number of questions about your income, expenses and “life events” that will provide a guide for what documents and information you need to assemble for your return (see below for list of documents).
Schedule an intake interview. At this interview, you will review your Form 13614-C and the documents you’ve assembled to make sure we have all the information we need to prepare your return.
Return Preparation. Our preparers work as a team at scheduled times during the week. After the return is prepared, each return receives a Quality Review by another preparer, who verifies that all information is entered accurately and responds to questions the initial preparer may have had. You may be contacted during this process if the preparers have questions. If this happens, the preparer will clearly identify him/herself as being from Teton Valley VITA and will not ask for your social security number or TIN or ask you to send money. Any email you receive about your return will have an vita@tetonseniors.org address.
Schedule an appointment to sign the return. Once your return is finished, we will contact you to review your return and sign the Authorization to E-File form. If you are married filing jointly, both you and your spouse need to sign. Be sure to bring proof of bank account routing and account numbers for direct deposit.
Para prepararse para su reunión con un preparador de impuestos de VITA, lea los siguientes elementos para asegurarse de tener todo lo que necesita en la entrevista de admisión.
Para casados con presentación conjunta, ambos cónyuges tienen que estar presentes
Identificación con foto emitida por el gobierno para usted y su cónyuge (si está casado)
Tarjetas de Seguro Social o documentos del número de Identificación Personal del Contribuyente para usted, su cónyuge y/o sus dependientes
Las fechas de nacimiento de usted, su cónyuge y/o sus dependientes
Una copia de la declaración de impuestos del año pasado
Todos los Formularios W-2 y 1099
Formularios 1095-A, B o C (Declaraciones de la ACA)
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