TY2023 Forms and Items Needed for an Appointment

This is what you need to know, what to bring and the forms to be completed before all appointments.  Special instructions for taxpayers are listed in red.

Quick links to the information below:

• Tax Returns We Cannot Prepare
• CHECKLIST OF WHAT YOU NEED TO BRING
• Required Forms Packet 

YOU ARE RESPONSIBLE for the accuracy of your return! 

We are no longer doing a drop-off service. This year we require that you remain on the premises while your taxes are being prepared.

Our Tax-Aide/IRS training and certification DOES NOT ALLOW US TO PREPARE CERTAIN RETURNS.   [See the items listed below in the section Tax Returns We Cannot Prepare]

Appointment Cancellation notice:

• If you arrive at a VITA/Tax-Aide site without appropriate ID and Social Security documents, (see Required items below) we will not be able to do your taxes and you will have to reschedule or try for a walk-in appointment elsewhere.
• If you need to cancel:
  • Fern Ridge Library appointments, please call 503-512-9702, or send an email to [e-mail] as soon as you know you need to cancel.
  • Eugene Public Library appointments, please call 541-234-3625, or send an email to [e-mail] as soon as you know you need to cancel.

                    Tax Returns We Cannot Prepare

Tax-Aide/VITA sites are staffed with VOLUNTEERS, trained and test-certified by the IRS.  YOU ARE RESPONSIBLE for the accuracy of your return!  Our job is to assist you to prepare and file (for FREE), your federal and/or state return.  WE DO NOT PROVIDE LEGAL, TAX, OR FINANCIAL ADVICE.  Our Tax-Aide/VITA training and certification DOES NOT ALLOW US TO PREPARE CERTAIN RETURNS.   If your return includes any of the items below, we cannot prepare your return as ordered by AARP and the IRS:

To CANCEL YOUR APPOINTMENT, call Fern Ridge Google Voice @ 503-512-9702 or EPL Google Voice @ 541-234-3625 AT L EAST ONE DAY BEFORE, and leave a message, and/or send an email to [e-mail]. If you call the day of, we have no way to contact your appointment site.

                 CHECKLIST OF WHAT YOU NEED TO BRING
REQUIRED:
1. Government issued photo ID for you (and spouse if married filing joint)-e.g. driver’s license, passport,    military ID etc.
2. Social Security card or ITIN (Individual Taxpayer Identification Number) for ALL persons on the return.    Need the originals or documentation from the Social Security office, e.g., Form SSA-1099, ITIN          issuing letter
3. **In packet: Completed Intake/Interview & Quality Review booklet, FORM 13614-C (review that    when given a choice, at least ONE box is checked, EVEN if it says it is optional, “PREFER NOT TO ANSWER” needs to be selected.)
4. Prior year tax return-e.g. if we did it last year, bring the envelope we gave you with your return & documents
5. Proof of bank account routing and account number for direct deposit of a refund (if you chose this option)
6. Any letters or other documentation received from the IRS.

What to bring - Spanish version-Lo que necesita llevar al sitio VITA o TCE

BRING OR FILL OUT ALL APPLICABLE OF THE FOLLOWING:
□ Form W-2- wages/salary from employment
□ Form W-2G- Certain Gambling Winnings and amounts for any gambling winnings not reported on Form W-2G
□ Amount of any gambling losses for the tax year, if you had gambling winnings
□ Form 1099-G – Certain Government payments like State income tax refunds / Unemployment compensation
□ Form 1099-INT- Interest income
□ Form 1099-DIV – Dividends and Distributions
□ Form 1099-R – Distributions from pensions/annuities/retirement/profit sharing plans/IRAs/insurance contracts etc.
□ Form SSA-1099 – Social Security Benefit Statement
□ Form RRB-1099-R – Annuities or pensions by the Railroad Retirement Board
□ Form-1099-C -Cancellation of Debt- for non-business credit card debt ONLY
□ Form 1099-MISC – Miscellaneous Information-e.g., income from royalties/rents/prizes/awards/medical and health care payments
□ Form 1099-NEC - Non-employee Compensation
□ Documentation of all cash income received that IS NOT reflected on one of your other tax documents
□ Form 1099-K – Payment Card and Third Pay Network Transactions-e.g., may receive from for-hire driving services or income through third party payment networks like Uber/Lyft/DoorDash etc.
□ Form 1099-Q – Payments from Qualified Education Programs (Under Sections 529 and 530)
□ Form 1099-S – Proceeds from Real Estate Transactions
□ Capital Gains Information
□ **In packet: Worksheet-2023 Itemized Deduction (Sch A)-e.g., medical/charity/state/local taxes/interest/other
□ **In packet: Medical Expenses, summarized and separated by Taxpayer/Spouse/dependents
□ Form 1098-T – Tuition Statement and Account Summary from the college
□ Information regarding child or dependent care you paid for-i.e., name/address/EIN or Social Security number of provider/ total amount you paid each child or dependent named
□ Information regarding any estimated tax payments made to the IRS or your State tax agency for 2023
□ Form-1095-A – Health Insurance Marketplace Statement
□ Form 1120-S-Schedule K-1- Shareholder’s Share of Income, Deductions, Credits etc.
□ Information regarding alimony paid or received in 2023, need name and social security of former spouse
□ Form 982 – Forgiveness of Main Home Mortgage

Required Forms Packet to Complete Before your Appointment

Below are documents that you can print for your Tax-Aide or VITA appointment:

Printable Tax-Aide packet (click here for the printable packet)

All of the forms listed below can be found at the above link. The file has been optimized for double sided printing if you have that capability. Should you find that you do not need a specific form, you do not need to print it. Please have all forms filled out to the best of your knowledge BEFORE your appointment.

1. 1. READ/REVIEW Pages 1 and 2 - Tax-Aide Appointment information and checklist
   2. PRINT fillable Form Pages 3 - 10 - Tax-Aide intake Interview Booklet Form 13614-C [8 pages] Taxpayer needs to fill out prior to appointment (some locations will cancel your appointment if not completed prior) 
      
      • Click for Spanish version - Hoja de Admisión/Entrevista y Verificación de Calidad
      • Need the Spanish version of docs required
   3. PRINT fillable Form Pages 11 and 12 Schedule A- Itemized Deductions Worksheet and Oregon Medical Expenses Worksheet (fillable)
   4. Only Print the below worksheet if you have Education Credits
      1. PRINT if necessary fillable Form Pages 13 and 14 AARP 2023 Education Credit Worksheet (fillable)
      2. Must have a 1099-T from an accredited education institution
   5. Only Print the below forms if you have Self-Employment Income
      1. PRINT if necessary fillable Form Page 15 Schedule C - Self-Employed worksheet
      2. City of Eugene Self Employment
         1. READ Page 17 - City of Eugene Guide for Calculating the Self-Employment Tax
         2. READ Pages 19 - 21 - City of Eugene Self-Employment Tax Form EUG-SE Instructions
         3. PRINT if necessary Pages 23 - 24 - City of Eugene SELF-EMPLOYMENT TAX Annual Return