VITA Appointment Booking

1
What is your name?* This field is required.
First Name
Middle Name
Last Name
2
Tell us about yourself
Email address
Phone number
English
Spanish
Portuguese
Haitian Creole
Arabic
Other
Preferred language?
Preferred Language (if other)
Please Select
Please Select
Yes
No
Do you plan to file your taxes jointly with a spouse?
3
Spousal Information* This field is required.You indicated that you plan to file your taxes jointly with a spouse. Please tell us about them. Note that your spouse *does not* need a separate appointment, but will also need to be present for the appointment.
Spouse's First Name
Spouse's Last Name
Spouse's Email Address
Spouse's Phone Number
4
Geographic informationWhere do you currently live?
Home City
Please Select
Please Select
Massachusetts
Other
State
5
Select all that apply* This field is required.Which of the following statements are true for 2024?
I live in a home that I own
I live in a rental unit
I was working
I was unemployed
I was a student
I was retired
I received rental income
I had my own business
I earned income outside of MA
6
You were a student. Thanks for sharing.Select all that were applicable on December 31, 2024.
I have a Social Security Number (SSN)
I have an ITIN
I was an international student
7
Did you have health insurance in 2024?* This field is required.Select all forms that you have for processing
I did not have health insurance in 2024
MassHealth - 1095B or Health Card
Employer-Sponsored - 1095-C AND 1099-HC
Purchased through Marketplace - 1095-A & 1099-HC
Medicare - Health Card
I don't know
8
In this next section, we will ask about the documents that you have for the 2024 tax year.

Clicking the link below will open a new tab. To continue along your application, please reference that page, and navigate back here to complete this process.

Please click this link to view examples of documents you have for processing.
9
Which items do you have?* This field is required.Please refer to this page for samples of these forms. Clicking the link will open a new tab or window.
I don't know
W-2
W2-G (Gambling Winnings)
1098-E
1098-T
1099-INT (bank Interest)
1099-DIV
1099-MISC
1099-NEC
1099-K
1099-G (Unemployment)
1099-R (Retired)
1099-SA (Health Savings Account ,or HSA)
1099-SSA (Social Security)
Self-Employed (Income/Expenses Log)
Expenses for itemized returns
Should be Empty: