Virtual Taxpayer Interview (Tax Year 2025)

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Important Information Before Completing This Form

*THIS FORM IS FOR U.S. CITIZENS AND RESIDENT ALIENS ONLY!*

! DO NOT proceed with this form if any of the following apply to you:

You are a Nonresident Alien

You earned more than $84,000 in 2025.

You have self-employment income from online sales, ridesharing, app-based delivery, or another business activity?

You bought, sold, exchanged, or received virtual assets (such as Bitcoin or other cryptocurrency).

You owned or managed a rental property.

You are selling a home under contract.

You had income from farming.

You operated a business with employees and/or physical inventory.

You were self-employed and had a loss in 2025.

You purchased an electric vehicle in 2025 and want to claim the tax credit.

The virtual interview takes 20–45 minutes. To make it faster, have photos of your ID, Social Security card(s), and all relevant tax documents ready to upload. For your safety, delete or secure these photos after submission.

This is an end-to-end encrypted service. Only site coordinators and assistant coordinators at United Way of Greater Lafayette can access your information. Once your return is prepared, authorized for e-file, and accepted by the IRS, all records will be deleted.

Virtual VITA Terms and Conditions

Virtual VITA allows you to complete your tax return remotely while ensuring your information is secure. By proceeding, you agree to the following:

Your Responsibilities

Answer all questions truthfully. Providing incorrect or fraudulent information may result in refusal of service now or in the future.

Data Security

Virtual VITA protects your information by:

Using SSL encryption for all uploaded files

Limiting access to online registration forms

Deleting client documents once tax returns have been accepted by the IRS

Training all personnel in these security protocols

Complying with IRS VITA standards under federal oversight

Information Sharing

Your tax return information will not be shared with third parties except for preparation and filing unless you give explicit consent. Federal law may not protect your information further if you consent to disclosure.

Communication

United Way VITA staff may contact you by phone or email regarding your tax return only. Staff will always identify themselves as members of United Way’s VITA Program.

Quality Review

You are responsible for ensuring the accuracy of your return.
During the quality review, you (and your spouse if applicable) must:

Participate in the review

Check that all information, including names, Social Security numbers, addresses, banking info, income, and expenses, is correct

Sign Form 8879 (IRS e-file Authorization) after review

IRS Oversight

The IRS may randomly review VITA sites for quality. If errors are found, they will be corrected. The IRS does not retain personal information from your reviewed return. This oversight helps evaluate the accuracy of VITA/TCE programs.

(Sources: IRS Form 13614-C and Form 14446)
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Taxpayer Name* This field is required.Please write your name as it appears on your social security card. Do not use an abbreviated name or nickname.
First Name
Middle Name
Last Name
3
Phone Number
Please enter a valid phone number.
4
Please provide an email address you check regularly.* This field is required.
example@example.com
Confirm Email
5
Date of Birth* This field is required.Provide your date of birth.
Date
Month
Day
Year
6
Indicate your citizenship/residency status below.* This field is required.
U.S. Citizen
Resident Alien
Nonresident Alien (DO NOT CONTINUE WITH THIS FORM!)
Other
7
Job Title* This field is required.
8
Are you...* This field is required.
Totally and permanently disabled?
A full time student?
Legally blind?
None of these apply.
9
Are you claimed as a dependent on someone else's tax return?* This field is required.If your parents or another relative claim you as a dependent, click "Yes."
YESNO
10
Is there a spouse on your return?* This field is required.
YESNO
11
Spouse Name (if applicable)Please write your spouse's name, even if you are filing a separate return, as it appears on their social security card. Do not use an abbreviated name or nickname.
First Name
Middle Name
Last Name
12
Spouse Date of BirthInclude your spouse's date of birth, even if you are filing a separate return.
Date
Month
Day
Year
13
Spouse Job Title
14
Is your spouse a US citizen?
Yes
No
No spouse
15
Is your spouse...
Totally and permanently disabled?
A full time student?
Legally blind?
None of these apply.
No Spouse
16
Mailing Address* This field is required.This will be the address for refund checks and/or any tax-related correspondence you receive from the IRS.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Upload photos of yours and your spouse's (if applicable) social security cards.* This field is required.Make sure your name and SSN are legible before uploading.
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Max. file size: 10.6MB
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Upload photos of yours and your spouse's (if applicable) photo ID(s).* This field is required.Make sure volunteers can see your face and verify your information before uploading.
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Select files to upload
Max. file size: 10.6MB
Cancelof
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Please select the option that best describes your situation...* This field is required.
I am filing taxes on my own (single or head of household).
I am filing taxes with my spouse (married filing a joint return).
I am filing taxes separately from my spouse (married filing separately).
My spouse has passed away.
I am claimed as a dependent on someone else's return.
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Are you claiming dependents on your return?* This field is required.Make sure to include photos of the social security card for each dependent when you submit your information. If you have more than three dependents, text 765.421.3136.
YESNO
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Provide the name, date of birth, and relationship for your oldest dependent.
Type the dependent's name as it appears on their social security card.
Type the birth date and year of the dependent (e.g. 12 March 2021).
Type your relationship to the dependent (e.g. son, daughter, stepchild, nephew)
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Provide the name, date of birth, and relationship for your younger dependent.
Type the dependent's name as it appears on their social security card.
Type the birth date and year of the dependent (e.g. 12 March 2021).
Type your relationship to the dependent (e.g. son, daughter, stepchild, nephew)
23
Provide the name, date of birth, and relationship for your youngest dependent.
Type the dependent's name as it appears on their social security card.
Type the birth date and year of the dependent (e.g. 12 March 2021).
Type your relationship to the dependent (e.g. son, daughter, stepchild, nephew)
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Indicate the citizenship status of each dependent.
US Citizen (check if yes)?
Lived in US, Canada, or Mexico in 2025 (check for yes)?
Dependent 1
Row 0, Column 0
Row 0, Column 1
Dependent 2
Row 1, Column 0
Row 1, Column 1
Dependent 3
Row 2, Column 0
Row 2, Column 1
Dependent 1
Dependent 2
Dependent 3
US Citizen (check if yes)?
Row 0, Column 0
Lived in US, Canada, or Mexico in 2025 (check for yes)?
Row 0, Column 1
US Citizen (check if yes)?
Row 1, Column 0
Lived in US, Canada, or Mexico in 2025 (check for yes)?
Row 1, Column 1
US Citizen (check if yes)?
Row 2, Column 0
Lived in US, Canada, or Mexico in 2025 (check for yes)?
Row 2, Column 1
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Dependent Information
Months lived with you in the tax year?
Single or married as of 12/31/23?
Enrolled in daycare/prek-12/post-secondary school?
Totally or permanently disabled?
Dependent 1
1
2
3
4
5
6
7
8
9
10
11
12
Row 0, Column 0
Single
Married
Row 0, Column 1
Yes (daycare)
Yes (prek-12)
Yes (post-secondary)
No
Row 0, Column 2
Yes
No
Row 0, Column 3
Dependent 2
1
2
3
4
5
6
7
8
9
10
11
12
Row 1, Column 0
Single
Married
Row 1, Column 1
Yes (daycare)
Yes (prek-12)
Yes (post-secondary)
No
Row 1, Column 2
Yes
No
Row 1, Column 3
Dependent 3
1
2
3
4
5
6
7
8
9
10
11
12
Row 2, Column 0
Single
Married
Row 2, Column 1
Yes (daycare)
Yes (prek-12)
Yes (post-secondary)
No
Row 2, Column 2
Yes
No
Row 2, Column 3
Dependent 1
Dependent 2
Dependent 3
Months lived with you in the tax year?
1
2
3
4
5
6
7
8
9
10
11
12
Row 0, Column 0
Single or married as of 12/31/23?
Single
Married
Row 0, Column 1
Enrolled in daycare/prek-12/post-secondary school?
Yes (daycare)
Yes (prek-12)
Yes (post-secondary)
No
Row 0, Column 2
Totally or permanently disabled?
Yes
No
Row 0, Column 3
Months lived with you in the tax year?
1
2
3
4
5
6
7
8
9
10
11
12
Row 1, Column 0
Single or married as of 12/31/23?
Single
Married
Row 1, Column 1
Enrolled in daycare/prek-12/post-secondary school?
Yes (daycare)
Yes (prek-12)
Yes (post-secondary)
No
Row 1, Column 2
Totally or permanently disabled?
Yes
No
Row 1, Column 3
Months lived with you in the tax year?
1
2
3
4
5
6
7
8
9
10
11
12
Row 2, Column 0
Single or married as of 12/31/23?
Single
Married
Row 2, Column 1
Enrolled in daycare/prek-12/post-secondary school?
Yes (daycare)
Yes (prek-12)
Yes (post-secondary)
No
Row 2, Column 2
Totally or permanently disabled?
Yes
No
Row 2, Column 3
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Dependent Information ContinuedPlease indicate which of the following apply to your dependent(s).
Is this person a qualifying child/relative of any other person?
Are you providing more than 50% of this person's support?
Did this person have less than $4,700 in income?
Are you paying more than 50% of expenses for this person?
Dependent 1
Yes
No
Row 0, Column 0
Yes
No
Row 0, Column 1
Yes
No
Row 0, Column 2
Yes
No
Row 0, Column 3
Dependent 2
Yes
No
Row 1, Column 0
Yes
No
Row 1, Column 1
Yes
No
Row 1, Column 2
Yes
No
Row 1, Column 3
Dependent 3
Yes
No
Row 2, Column 0
Yes
No
Row 2, Column 1
Yes
No
Row 2, Column 2
Yes
No
Row 2, Column 3
Dependent 1
Dependent 2
Dependent 3
Is this person a qualifying child/relative of any other person?
Yes
No
Row 0, Column 0
Are you providing more than 50% of this person's support?
Yes
No
Row 0, Column 1
Did this person have less than $4,700 in income?
Yes
No
Row 0, Column 2
Are you paying more than 50% of expenses for this person?
Yes
No
Row 0, Column 3
Is this person a qualifying child/relative of any other person?
Yes
No
Row 1, Column 0
Are you providing more than 50% of this person's support?
Yes
No
Row 1, Column 1
Did this person have less than $4,700 in income?
Yes
No
Row 1, Column 2
Are you paying more than 50% of expenses for this person?
Yes
No
Row 1, Column 3
Is this person a qualifying child/relative of any other person?
Yes
No
Row 2, Column 0
Are you providing more than 50% of this person's support?
Yes
No
Row 2, Column 1
Did this person have less than $4,700 in income?
Yes
No
Row 2, Column 2
Are you paying more than 50% of expenses for this person?
Yes
No
Row 2, Column 3
1 of 3
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If there are any special circumstances of your relationship(s) to your dependent(s) you want us to know, enter them here.
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28
Upload photos of social security cards for all dependents on your return.* This field is required.Make sure their name and SSN are legible before uploading.
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Max. file size: 10.6MB
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Indicate which of the income sources you had in 2025.* This field is required.
Worked as an employee.
Received Social Security Benefits.
Worked as independent contractor.
Received disability (SSI).
Received unemployment benefits.
Received other retirement income.
Cashed out a 401k.
Sold stock/received dividends.
College/Trade school scholarship.
Received other income.
30
Upload photos of your W2s and 1099s from anyone you worked for in 2025.
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Max. file size: 10.6MB
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Did you receive tip income in 2025?* This field is required.
YESNO
32
Enter the total cash tips you received in the tax year.Do not include tips already reported on other tax forms like your W2.
33
What kind of self-employment work do you do?
34
Upload photos of any 1099 forms you received from people/companies you contracted with.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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35
Upload screenshots of any reports on mileage and fees provided to you on apps you use to work as an independent contractor.
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Max. file size: 10.6MB
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36
If you have business expenses to report that have not been reported elsewhere, include them in the box below, one item and price per line.
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If you have business-related mileage not reported elsewhere, provide your business mileage here. This includes miles driven between work sites and on work-related errands.
38
Provide the year, make and model of the vehicle you use for your work.
39
Is this vehicle also your personal vehicle?
YESNO
40
Do you have a written record of your business mileage?
YESNO
41
Upload photos of any tax forms you received from social security.
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Max. file size: 10.6MB
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42
Upload photos of any other retirement income forms you received.
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Select files to upload
Max. file size: 10.6MB
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43
Upload a photo or screenshot of your 1099-G from your UpLink account.You will find this document under the "Correspondence" tab.
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Select files to upload
Max. file size: 10.6MB
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What is the source of your disability income?
Social Security (SSI)
Workman's Compensation
Employer Disability Insurance
Other
45
Upload a photo of any documents you received from the provider of your disability payments. This might be a letter or a tax form like a W2 or 1099.
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Max. file size: 10.6MB
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46
Did you receive interest/dividends from any bank or brokerage accounts?* This field is required.If the interest is less than $20, respond "no."
YESNO
47
Did you buy, sell, or trade virtual currencies in 2025?* This field is required.
YESNO
48
If you received a statement from a brokerage, upload a photo of each individual page here. I know this feels like a lot, but we promise we do need every page!
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Max. file size: 10.6MB
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49
Upload photos of any interest statements you received from your bank.If your interest/dividend income is included in a larger income statement from a brokerage, skip this for now. You will upload that later.
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Max. file size: 10.6MB
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Did you receive alimony in the tax year?* This field is required.These are payments you receive from a former spouse after divorce.
YESNO
51
Enter the total amount of alimony you received in the tax year.
52
Enter the year your divorce became final. We have to know this to determine whether or not your alimony is considered taxable income.
53
Did you invest money in the stock market/mutual funds through a brokerage in the tax year?* This field is required.
YESNO
54
Upload the PDF sent to you by your brokerage, or a picture of each page of the statement provided to you by your brokerage.If this is too burdensome, call 765.742.9077 and ask to come in and have your documents scanned.
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Max. file size: 10.6MB
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Did you sell your main home in the tax year?* This field is required.
YESNO
56
Of the last five years, how many months did you live in the home?Use whole numbers or decimals as appropriate.
57
Of the last five years, how many months did you own the home?You are considered to have owned the home even if it was not paid off. Use whole numbers or decimals as appropriate.
58
Of the last five years, how many months did your spouse live in the home?If you do not have a spouse, skip this question.
59
Of the last five years, how many did your spouse own the home?If you do not have a spouse, skip this question.
60
What was the purchase price of your home?List only the purchase price. Do not include any closing costs.
61
What was the sale price of your home?Provide only the sale price. Do not reduce by any fees associated with listing/selling.
62
Do you have any gambling or lottery winnings to report from the tax year?* This field is required.
YESNO
63
How much in winnings do you have to report?If you received tax forms from the casino and have no other winnings, skip this question.
64
Upload a photo of any tax forms you received about your gambling winnings.
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Max. file size: 10.6MB
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65
Provide an estimate of your 2025 gambling losses.This will only affect your return if you itemize your deductions.
66
Did you take an early withdrawal from a retirement account (401k, 403b or IRA)?* This field is required.
YESNO
67
Briefly describe the purpose of your early withdrawal.Under some circumstances, early withdrawal penalties may be waived.
68
Upload a photo of the document (1099-R) issued to you from your retirement plan provider.
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Max. file size: 10.6MB
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69
Enter the amount of any/all other cash income you received in 2025. Do not include income reported elsewhere.If you have no otherwise unreported income, skip this question.
70
Have you ever had Earned Income Credit, Child Tax Credit, or American Opportunity Tax credit disallowed because you claimed them when you were not eligible?* This field is required.This process is unpleasant to go through, and you would likely remember it if you did! If you do not recall this happening to you, it likely didn't!
YESNO
71
Was the issue resulting in credit disallowance related to underreporting income only, or were there issues related to dependents?
Income reporting only.
Issues with dependents.
Unsure.
72
If credit was disallowed due to the incorrect claiming of dependents, we must verify how much of the tax year your dependent(s) lived with you in 2025. Enter the number of days each dependent resided with you.
Number of Days Dependent lived with you in 2025.
Dependent 1
Row 0, Column 0
Dependent 2
Row 1, Column 0
Dependent 3
Row 2, Column 0
Dependent 1
Dependent 2
Dependent 3
Number of Days Dependent lived with you in 2025.
Row 0, Column 0
Number of Days Dependent lived with you in 2025.
Row 1, Column 0
Number of Days Dependent lived with you in 2025.
Row 2, Column 0
1 of 3
73
Do you plan to take the standard deduction?* This field is required.The standard deduction for 2025 is $15,750 for single filers (and married filing separately), $23,625 for heads of household, and $31,500 for married couples filing jointly (and qualifying surviving spouses). If your tax-deductible expenses exceed these amounts, we recommend scheduling an in-person appointment rather than submitting your return virtually.
YESNO
74
Did you pay student loan interest in the tax year?* This field is required.Student loan interest reduces your taxable income whether you itemize or not.
YESNO
75
Upload a screenshot or photo of the form sent to you by your student loan provider.
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Max. file size: 10.6MB
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76
Are you a full-time teacher at a public or private school?* This field is required.Teachers can reduce their taxable income by up to $350 for classroom supplies purchased out of pocket.
YESNO
77
Provide an estimate of the cost of classroom supplies you paid for out of pocket.The maximum deduction is $350. If you know you spent more than this on supplies, you can just put $350 ($700 if you and your spouse are both qualifying educators). You do not need to locate receipts.
78
Did you have or use funds from an HSA in 2025?* This field is required.
YESNO
79
How did you contribute to your HSA in 2025?
Deductions from my paycheck.
Cash contributions.
Both deductions and cash contributions.
My employer might have made contributions, but I did not contribute to my HSA in 2025.
80
What were your total cash contributions to your HSA?Enter the dollar amount without a dollar sign.
81
Did you use HSA funds in 2025?
YESNO
82
Did you use your HSA funds for medical purchases only?
YESNO
83
Is your HSA for yourself only, or for family members as well?
Self-Only
Family
84
Upload a photo of the tax statement you received from your HSA provider.
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Max. file size: 10.6MB
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85
Were you or any of your dependents enrolled in post-secondary education programs at any time in 2025?* This field is required.
YESNO
86
Who of your family intends to claim any educational tax credits on their return?
I will claim the tax credits.
Someone else will claim the tax credts.
87
Provide the name of the school.
88
Have you already completed a four-year degree?
YESNO
89
Have you or someone else claimed the American Opportunity Tax Credit for you for four years prior to filing this year's return?If you have been enrolled in school for less than four years, select "no." If you have been enrolled for four years or more but are not sure if you've claimed the credit four times, consult with your parents and/or tax preparer from previous years.
YESNO
90
Were you convicted of felony possession/distribution of a controlled substance in 2025?We ask this question only to determine your eligibility for some education tax credits.
YESNO
91
Were you enrolled full-time or part-time?
Full-time
Part-time
92
Which of the following statements is more accurate to your financial situation while you were studying in 2025?
I provided more than half of my support.
Someone else provided more than half of my support.
93
Have you gotten your form 1098-T either in the mail or on your student portal?
YESNO
94
Provide a list of any out-of-pocket expenses you had related to your schoolwork, including textbooks, fees, equipment, and tuition, as well as their cost.Err on the side of including the expense. We will only include eligible expenses on your actual return.
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95
Upload a photo or screenshot of your 1098-T.
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Max. file size: 10.6MB
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96
Did you receive scholarship money not reflected on your 1098-T?This is very uncommon, but not impossible. If you have no reason to believe the answer is "yes," select "no!"
YESNO
97
What was the total value of the additional scholarship funds?
98
Did you have dependent care expenses like daycare?* This field is required.If you use a babysitter from time to time but do not have long-term childcare expenses, answer "no." If you have caregiving expenses for parents or relatives you claim as dependents, answer "yes."
YESNO
99
Did your provider give you a letter including their tax ID and details of your expenses?
YESNO
100
Upload a photo or screenshot of the documentation of expenses from your provider.
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Max. file size: 10.6MB
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101
Provide the EIN or Social Security Number of your provider.Unfortunately, we cannot claim the dependent care tax credit without this information.
102
Provide the name(s) of the dependent(s) for whom care was provided and the amount spent for each.
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103
Did you make cash contributions to a retirement account in 2025?* This field is required.If you contribute to your retirement account through your employer only, select "no."
YESNO
104
Was the retirement account a traditional IRA?If your IRA is a Roth IRA, select "no."
YESNO
105
Did your spouse make cash contributions to a retirement account in 2025?If your spouse contributed to retirement accounts through their employer only, select "no."
YESNO
106
Was the retirement account a traditional IRA?If your IRA is a Roth IRA, select "no."
YESNO
107
Did you pay alimony in 2025?* This field is required.Alimony is a specific kind of payment made to former spouses after divorce. If you have never been divorced, select "no." If you are unsure if you pay alimony to your former spouse, contact your divorce attorney to be sure.
YESNO
108
Provide the dollar amount of alimony you paid in 2025.
109
Provide the year in which the divorce decree was finalized.
110
Did you have credit card, student loan, or mortgage debt cancelled, or did you experience foreclosure in 2025?* This field is required.This is uncommon, and you would likely be aware if it did.
YESNO
111
Upload a photo of any forms you received from your lender(s) regarding your debt cancellation.
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112
Did you adopt a child in 2025?* This field is required.
YESNO
113
Did you install any energy-efficient home items on your main residence (windows, furnace, insulation)?* This field is required.
YESNO
114
Enter the total dollars spent on all energy efficiency improvements.We will include all expenses eligible for the Residential Energy Credit, up to the maximum allowable credit.
115
Provide a brief description of the home improvement and its associated cost. If you implemented more than one improvement, list one improvement per line.
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Ok
Ok
116
Are you required to repay a portion of first-time homebuyer's credit from 2008?* This field is required.If you did not purchase a home in 2008, select "no."
YESNO
117
Did the home you purchased in 2008 stop being your main residence in 2025?
YESNO
118
Do you prepay your taxes with quarterly estimated payments?* This field is required.If you do not send a quarterly check to the IRS, select "no."
YESNO
119
Enter the amount you paid quarterly in 2025.
120
Enter the amount you would like to pay quarterly in 2025.
121
Are you carrying over a capital loss from a previous tax year to this year's return?* This field is required.If you did not lose a large amount of money on a sale of stock, property, or virtual currency in the last three years, select "no."
YESNO
122
Did you have healthcare through a plan purchased the insurance Marketplace?* This field is required.If you did not purchase and enroll in a plan through marketplace.gov, select "no."
YESNO
123
Upload a PDF or photo of your form 1095-A.This was likely sent to you in the mail or emailed to you by your insurance provider.
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Max. file size: 10.6MB
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124
Did you pay rent or property tax in Indiana in 2025?
Rent
Property Tax
Neither
Both
125
What did you pay in rent in 2025?Provide your total rent for all 12 months.
126
Provide the name of your landlord below.
127
Provide the address where you send your checks below.If the landlord collects checks from you in person, provide the address where you reside.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
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Mali
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Netherlands Antilles
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Nigeria
Niue
Norfolk Island
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Northern Mariana
Norway
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Peru
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Poland
Portugal
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Qatar
Republic of the Congo
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Seychelles
Sierra Leone
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Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
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United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
128
Provide the amount you paid in property tax below.
129
Would you prefer IRS correspondence in a language other than English?* This field is required.
YESNO
130
What language?
131
If you are due a refund would you like it deposited to your bank account directly?* This field is required.
YESNO
132
If you have a balance due, would you like to pay by mailing a check, or set up a direct debit from your bank account?* This field is required.Be aware service fees may apply if you pay on irs.gov or over the phone.
Mail a check
Direct debit
Other
133
Provide the name of your bank.* This field is required.
134
Provide your bank's routing number.* This field is required.
135
Provide your account number.* This field is required.
136
Would you like to use a portion of your refund to purchase US Savings bonds?* This field is required.
YESNO
137
Enter the percent of your refund you would like to receive in US Savings Bonds.Savings Bonds must be issued in increments of $50. We will round down to the nearest $50.
138
Would you say you can carry on a conversation in English, both speaking and understanding?* This field is required.
Very Well
Well
Not Well
Not at all
Prefer Not to Answer
139
Would you say you can read a book or newspaper in English?* This field is required.
Very Well
Well
Not Well
Not at all
Prefer Not to Answer
140
Are you or a member of your household disabled?* This field is required.
Yes
No
Prefer Not to Answer
141
Are you or a member of your household a Veteran of the US Armed forces?* This field is required.
Yes
No
Prefer Not to Answer
142
Your race?* This field is required.
American Indian/Alaskan Native
Asian
Black/African Descent
Native Hawaiian or Pacific Islander
White
Prefer not to Answer
143
Your spouse's race?* This field is required.
American Indian/Alaskan Native
Asian
Black/African Descent
Native Hawaiian or Pacific Islander
White
Prefer not to Answer
No Spouse
144
Your ethnicity?* This field is required.
Hispanic or Latinx
Not Hispanic or Latinx
Prefer not to Answer
145
Your spouse's ethnicity?* This field is required.
Hispanic or Latinx
Not Hispanic or Latinx
Prefer not to Answer
No Spouse
146
Use the field below to add any final information you want us to know about you and your tax situation in 2025.
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Large
Normal
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Ok
Ok
147
Taxpayer Consents

Before we prepare your tax return, please review and provide your consent for the following items. These are required by the IRS and TaxSlayer to ensure proper use, disclosure, and carryforward of your tax information.

1. IRS 13614-C Consent

By submitting this virtual form, you acknowledge that you have received and reviewed the IRS Intake/Interview & Quality Review Sheet (Form 13614-C). This virtual form mirrors IRS Form 13614-C, which collects information necessary to prepare your tax return and explains your rights and responsibilities, including accuracy and IRS privacy protections.

View and obtain a copy of IRS Form 13614-C: https://www.irs.gov/pub/irs-pdf/f13614c.pdf

2. TaxSlayer Consent to Use

Non-identifiable tax return data combining information from all tax filers such as number of returns, income, credits, refunds and demographics will be added together for use in program evaluation, fundraising and promotion. Taxpayer name, home address and email address may be used to send annual notice of free tax preparation services and other financial education or asset building opportunities.

Duration: 1 year

By submitting this virtual form, you acknowledge that you have read the above information and hereby GRANT consent to "Consent to Use" as stated above.

3. TaxSlayer Consent to Disclose

Non-identifiable tax return data combining information from all tax filers such as number of returns, income, credits, refunds and demographics will be added together for use in program evaluation, fundraising and promotion. Taxpayer name, home address and email address may be used to send annual notice of free tax preparation services and other financial education or asset building opportunities.

Duration: 1 year

By submitting this virtual form, you acknowledge that you have read the above information and hereby GRANT consent to "Consent to Disclose" as stated above.

4. TaxSlayer Consent to Disclose Tax Return Information to VITA/TCE Tax Prep Sites (Carry Forward)

This consent allows TaxSlayer to make your tax return information available to any volunteer site participating in the IRS VITA/TCE program for the next filing season. This enables your return data to populate at another site next year, if you visit a different VITA/TCE partner. The information disclosed may include your name, address, date of birth, SSN, filing status, income, deductions, credits, and dependent information.

Duration: Through November 30, 2027

By submitting this virtual form, you acknowledge that you have read the above information and hereby DENY consent to "Consent to Disclose Tax Return Information to VITA/TCE Tax Prep Sites" as stated above. (Note: declining will not affect preparation of your return.)
148
Upload PDFs, screenshots, or photos of any documents you have left that you want us to have to file your taxes.
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149
Please sign or e-sign if you agree to the Virtual VITA Terms and Conditions* This field is required.If you no longer wish to use Virtual VITA, simply exit the form. Your information will not be submitted or saved.
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