VITA

VITA
Volunteer Income Tax Assistance

Attention UTD students, faculty & staff

The 2018 Volunteer Income Tax Assistance program will not be held on UT Dallas campus. The program will be held off campus at the Sunrise Senior Center. Here is the location information as well as the hours of operation:

Sunrise Senior Center
13521 Method St, Dallas, Texas 75243
Hours: Mon-Thurs 2:30-7:30PM; Sat 9AM-2PM

Individuals and families who make up to $58,000 annually and are interested in having their tax returns prepared for free, which will include the 1040NR, will need to make an appointment. WALK-INS WILL NOT BE ACCEPTED.

To make an appointment to have your tax return prepared, please use the scheduling system at the following link: https://dallascommunitytaxcenters.setmore.com/resourcebookingpage/rfede1489524550538

UT Dallas is not sponsoring this service. All questions specifically regarding the VITA program or the tax preparation services provided should be directed to 214-370-9353 or visit www.DallasTaxCenters.org.

 

What to Bring

The following items are needed in order for our volunteers to prepare your tax return. Please take a moment to browse through the list and make sure that you gather all the necessary paperwork before you come. This is a general list; so if you have any other paperwork that you think is pertinent, please bring them with you to the VITA center.


Required items:

Please download and complete either a NRA Client Intake FormPortable Document Format (PDF) or a US/Resident Client Intake FormPortable Document Format (PDF). You must bring a completed Client Intake Form. This form is essential to the preparation of your tax return and you must bring it to your appointment.

  • Completed NRA Client Intake FormPortable Document Format (PDF) or a US/Resident Client Intake FormPortable Document Format (PDF).
  • Must bring valid photo identification (i.e. Passport, Driver’s License, State Id or Military Id)
  • Social Security card
  • UTD ID card
  • Proof of Tax Residence status for you, your spouse, and all dependents, if applicable
  • Birth dates for primary, secondary, and dependents on the tax return
  • Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding
  • Form W-2 Wage and Tax Statement from all employers
  • Interest and dividend statements from your banks (Form 1099)
  • Mortgage Interest Statement (Form 1098)
  • Employer-Provided Health Insurance Offer and Coverage (Form 1095-C)
  • Bank routing number and account number for Direct Deposit (your bank checkbook)

Nice to have items:

  • A copy of last year's Federal and State tax returns, if available
  • Current year's tax package, if received
  • Records to substantiate any other item that you wish to include on your tax return
Additional Resources To view pdf files, you may have to download Adobe Acrobat Reader

Required Document:

Internal Revenue Service ( IRS ):

For more questions, please click on image below: