VITA Appointment Intake Form

Welcome to UConn VITA!
We are happy you chose UConn VITA to help you with your tax return this year!

Our volunteers are IRS-certified and trained to keep your information private.
Your personal information is confidential and used only to prepare your tax return.

Step 1: Complete Our Online Form
You must complete the online form below before your appointment.
Please:
✔ Answer every question carefully
✔ Answer honestly
✔ Complete the form at least three business days before your appointment

We use your answers to prepare your tax return.
If the form is incomplete, we may not be able to finish your return during your appointment.

Step 2: Review the Correct IRS Form:
Our questions are the same as IRS Form 13614-C or 13614-NR. Please review the correct form before starting:

If You Are a U.S. Citizen or Resident Alien: Review Form 13614-C.
If You Are a Nonresident Alien: Review Form 13614-NR.

You do not have to prepare either of these forms - we will do so for you using the answers you provide.

Not Sure About Your Tax Status?
You must know if you are a Resident Alien or Nonresident Alien for tax purposes.
This is not the same as your visa status.
Click here to determine your tax residency status.

If you have questions, please review our website or contact us before your appointment.

Please bring all required documents with you, completed and in hard copy.
We’re unable to access documents on personal devices, so printed copies are necessary.
For everyone’s security, Social Security cards, photo identification, and passports must be presented in their original form.

We look forward to helping you!

If you are in the U.S. on a visa, first be certain whether you are a Resident or Nonresident Alien by reading this page thoroughly.

Then, be sure you have:

A general idea of your total income for 2024, including wages, scholarships/fellowships, investment, retirement, and unemployment income.
All 2024 fee bills and/or Forms 1098-T for all post-secondary students included in your tax return, in pdf, jpg, gif, or png form. Pdf is strongly preferred.
- If you or someone in your household is a UConn student, please see this guidance for accessing and downloading your fee bills.
For divorced taxpayers, the date of your divorce decree.
For legally separated taxpayers, the date of your separate maintenance decree.
The amount of any estimated tax payments made by you (and/or your spouse) toward this year's tax. This does not include any withholdings by your employer(s).
The amount of any prior year tax refund applied by you (and/or your spouse) toward this year's tax.

If you are in the U.S. on a visa, first be certain whether you are a Resident or Nonresident Alien by utilizing this resource.

Then, be sure you have:

A general idea of your total income for 2025, including wages, scholarships/fellowships, investment, retirement, and unemployment income. In making this calculation, do not exclude any income that may be exempt due to a treaty with your country of citizenship.
Your passport number
Determine whether or not you will be receiving a 1042-S form for your wages. If you are unsure, please see the first section at this website.
If you are a student, all 2025 fee bills and/or Forms 1098-T from the institution(s) you attended in 2025 in pdf, jpg, gif, or png form. Pdf is strongly preferred.
- If you are a UConn student, please see this guidance for accessing and downloading your fee bills.
The number of days you were present in the U.S. for the years 2023, 2024, and 2025.
Dates of U.S. travel for all years in pdf, jpg, gif, or png form. Pdf is strongly preferred.
- You can access your Travel History here. Please do not provide your "Official I-94" document, unless you were in the U.S. for all of 2025.
- This is a required document, so if you did not enter or depart the U.S. in 2025, please provide a statement to that effect in the same format.
The name, phone number, and address of your academic program director at the educational institution you attended in 2025.
An electronic copy of your 2024 State of Connecticut tax return, if applicable. If it is password protected, be sure to provide the password in the comments section.

2026 Appointment Intake Form

This form is a prerequisite to attending a VITA appointment, intended to improve accuracy and efficiency during the in-person appointment. Please be sure to complete this form accurately, as we will be relying on the information provided here to complete your tax return. Chrome is the recommended browser. Use of any other browser may cause problems in the display of information and/or ability to upload the necessary forms.

"*" indicates required fields

Facebook

This field is for validation purposes and should be left unchanged.

Name*

First Last or Family Name

Your seven-digit UConn Peoplesoft number is (if you are not affiliated with UConn please enter "1" seven times):*

Email address (please use UConn address if applicable):*

Please be sure to use the same email address as the address you entered when scheduling your appointment. This is critical to ensure we are able to match your data with your appointment.

Enter Email Confirm Email

If you have an appointment, please indicate your appointment date.

If you have an appointment, please indicate your appointment time.

Last year, did you or your spouse receive any of the following income items?*

Please select all that apply.

Did any of the following happen during 2025?*

Please select all that apply.

Sell a home

Have a health savings account (HSA)

Purchase health insurance through the marketplace

Purchase and install energy-efficient home items (example: windows, furnace, insulation, etc.) or purchase a new EV or Hybrid car

No, none of the above apply.

Understanding Our Program Guidelines

Thank you for completing this form. Based on the answers you selected above, your tax situation includes items that our UConn VITA program is not permitted to handle under IRS rules. Please carefully review your answers before continuing to make sure they are correct. If you selected something by mistake, you may go back and change it. However, if you do, in fact, have a situation like those listed above, we are legally not allowed to prepare your tax return. It is important to understand that the information reported on your tax return is your responsibility. If a required item applies to you but is not reported, the tax return would be incorrect. We will not knowingly prepare or file an incorrect return. If we prepare a return based on incomplete or inaccurate information provided, you will be responsible for any taxes owed, penalties, or other consequences the IRS imposes. Thank you for your understanding and for carefully reviewing your information before proceeding.

State Income

In 2025, did you earn taxable income in any U.S. state other than the State of Connecticut?*

Yes

Is the other state, in which you earned income, a state without an income tax? Those are Alaska, Florida, New Hampshire, Nevada, South Dakota, Tennessee, Texas, Washington, and Wyoming.*

Yes

IMPORTANT: Unfortunately, because you have income from an income-taxing state other than the state of Connecticut, your state tax return is "out of scope" for UConn's VITA program. We can complete and file your federal tax return, but you will need to use an alternate method to complete your state tax returns. We will give you guidance for doing so. Please acknowledge this limitation, below.*

I understand that UConn VITA can only prepare my Federal tax return. I understand that I will need to find an alternate method to complete and file my state tax returns. I wish to continue this application, acknowledging that UConn VITA will only complete my Federal tax return.

I understand that UConn VITA can only prepare my Federal tax return. I wish to discontinue this application for UConn VITA services.

Residency Determination Data

PRIVACY ACT AND PAPERWORK REDUCTION ACT NOTICE We are asking for this information so you may participate in the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) program which provides IRS-certified volunteer income tax preparers to assist with basic income tax return preparation for qualified individuals. The IRS authority to collect this information is 5 U.S.C. section 301 and 26 U.S.C. section 7801. The information you provide may be disclosed to others who coordinate VITA/TCE staffing, outreach, and other VITA/TCE related activities. The IRS may only disclose your return and return information as provided by 26 U.S.C. section 6103. All other records may be disclosed only for purposes the IRS deems are compatible with the purpose for which IRS collected the records, and consistent with any routine use disclosures described in the System of Record Notice (SORN) Treasury/IRS 24.030, Customer Account Data Engine (CADE) Individual Master File (IMF). You may view Treasury/IRS SORNs on the Treasury SORN website at Treasury.gov/System of Records Notices (SORNs). Providing this information is voluntary however, if you do not provide the requested information the IRS volunteers may not be able to assist you with preparing and filing your tax return. The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information requests. The OMB Control Number for this study is 1545-1964. Also, if you have any comments regarding the time estimates associated with this study or suggestion on making this process simpler, write to the Internal Revenue Service, Tax Products Coordinating Committee, SE:TS:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, Washington, DC 20224.

Are you a U.S. Citizen by birth or naturalization (including green cards received before or during 2025)?*

Yes

Are you a green card holder as of 12/31/2025?*

Yes

Are you currently in the United States on a visa (for example, F-1, J-1, H-1B, etc.)?*

Yes

If you know your 2025 tax residency status, please enter it below. If you are unsure, please visit https://tools.nrtaxhelp.org/aminra to help you make this determination. Enter the result below.*

Nonresident Alien

Resident Alien

I have visited the site provided and am still unsure of my tax residency status.

Please select your Country of Citizenship*

PLEASE NOTE: this field automatically populates "Afghanistan." Please be sure to change this if it does not apply to you!

For confirmation purposes, please list the years you have been in the U.S., including the visa you held each year,*

Form 1040 Section

Address*

For state, please enter only the two letter state abbreviation. For example, instead of "Connecticut," please enter "CT".

Street Address City State / Province / Region ZIP / Postal Code

Did you live or work in two or more states in 2025?*

Yes

Best contact phone number*

Your Date of Birth*

Last year, were you:*

Please select all that apply.

a full-time student

totally and permanently blind

legally blind

owners or holders of any digital assets

none of the above

You have indicated you are a full-time student. Please upload form(s) 1098-T from the institution(s) you attended in 2025. If you were not issued a 1098-T, please upload all 2025 fee bills produced for you by the Bursar's Office..*

PLEASE NOTE: You may have been issued a fee bill for terms in which you did not attend classes. For example, if you did not attend classes in the summer, but did receive a scholarship or fellowship during that term, you will have a fee bill for the summer session. In order to serve you efficiently and complete your tax return accurately, we must have all fee bills applicable to you well in advance of your appointment.

Drop files here or

Accepted file types: pdf, jpg, gif, png, Max. file size: 250 MB.

Can anyone claim you as a dependent?*

Yes

Unsure

Your job title*

As of December 31, 2025, what was your marital status?*

Never married

Married

Divorced

Legally Separated

Widowed / Widower

Did you get married in 2025?*

Yes

Did you live with your spouse during any part of the last six months of 2025?*

Yes

Date of final divorce decree*

Date of separate maintenance decree*

Year of spouse's death*

As a married taxpayer, please indicate your choice of filing status for the 2025 tax year.*

PLEASE NOTE: if you intend to file jointly with your spouse, your spouse must be present, in-person, for the entire length of your appointment. Children are welcome, if you need to bring them along!

Married filing jointly

Married filing separately

Spouse's Name*

First Last

Spouse's best contact number*

Your Spouse's Date of Birth*

Your spouse's job title*

Is your spouse a U.S. citizen?*

Yes

Can anyone claim your spouse as a dependent?*

Yes

Unsure

Last year, was your spouse:*

Please select all that apply.

a U.S. citizen

in the U.S. on a visa

a full-time student

totally and permanently disabled

legally blind

owners or holders of any digital assets

none of the above

You have indicated your spouse is a full-time student. Please upload form(s) 1098-T from the institution(s) your spouse attended in 2025. If your spouse was not issued a 1098-T, please upload all 2025 fee bills produced for your spouse by the Bursar's Office.*

PLEASE NOTE: Students may be issued a fee bill for terms in which they did not attend classes. For example, if they did not attend classes in the summer, but did receive a scholarship or fellowship during that term, they will have a fee bill for the summer session. In order to serve you efficiently and complete your tax return accurately, we must have all fee bills applicable to any students on your tax return well in advance of your appointment.

Drop files here or

Accepted file types: jpg, gif, png, pdf, Max. file size: 250 MB.

Did you have one or more qualified dependent(s)?*

Simply put, the IRS defines a dependent as a qualifying child (under age 19 or under 24 if a full-time student, or any age if permanently and totally disabled) or a qualifying relative. In general, A qualifying dependent can have income but cannot provide more than half of their own annual support. There are many other qualifications that we will discuss further, if necessary, during your appointment.

Yes

Have you, your spouse, or dependents been a victim of tax related identity theft or been issued an Identity Protection PIN?*

Yes (If yes, please be sure to bring your Identity Protection PIN to your appointment. Your tax return cannot be efiled without it)

Last year, did you or your spouse receive wages or salary (Form W-2)?*

Yes

How many jobs did you (and your spouse) have last year?*

Last year, did you or your spouse receive any of the following basic income items?*

Please select all that apply.

You have indicated that you had other money received during the year (example: cash payments, jury duty, awards, digital assets, royalties, union strike benefits). Please describe the type of income you were referring to.*

Last year, did you (or your spouse) pay alimony or separate maintenance payments?*

Yes

Do you have the recipient's Social Security Number?*

Yes

Did you pay any of the following expenses to itemize in 2025

Mortgage interest

Taxes: state, local, real estate, sales, etc.

Medical, dental, or prescription expenses exceeding 7.5% of your total income

Charitable contributions

Did you (or your spouse) pay any of the following during 2025?

Please select all that apply.

Student loan interest (Form 1098-E)

Child or dependent care expenses such as daycare

Contributions to a retirement account

School supplies as an eligible educator (K-12th grade), teacher's aide or other educator

Did any of the following happen during 2025?

Please select all that apply.

You or someone in your family took educational classes (technical school, college, job related, etc.)

Have credit card, mortgage, or other debt cancelled/forgiven by a lender

Receive any letter or bill from the IRS

1040-NR Section

U.S. Local Address*

For state, please enter only the two letter state abbreviation. For example, instead of "Connecticut," please enter "CT".

Street Address City State / Province / Region ZIP / Postal Code

Phone*

Date of Birth*

You have indicated that you are in the U.S. on a visa. Please select your visa type.*

U.S. Immigrant/Permanent Resident

F-1 Student

F-1 Spouse or child of Student

H-1 Temporary Employee

J-1 Exchange Visitor

J-2 Spouse or child of Exchange Visitor

Other

You have indicated that you are in the U.S. on a visa. What was the first date you entered the U.S., NOT including trips on temporary visitor visas.*

Your Passport Number*

Were you ever a U.S. Citizen?*

Yes

Are you a student-athlete attending UConn on scholarship?*

Yes

Have you been a victim of tax related identity theft and/or been issued an Identity Protection PIN?*

Yes (If yes, please be sure to bring your Identity Protection PIN to your appointment. Your tax return cannot be efiled without it)

Please select your Country of Citizenship*

PLEASE NOTE: this field automatically populates "Afghanistan." Please be sure to change this if it does not apply to you!

Please consider the following and answer accordingly.*

You have indicated you are from a country whose income tax treaty with the U.S. contains provisions that retroactively eliminates benefits if the allowable period in the U.S. or income amounts are exceeded as defined in the treaty. This means that if you 1) use the treaty to exempt your income from tax and 2) stay in the U.S. for more than four years (Germany), or two years (Luxembourg), you will owe any taxes which were excluded during those prior years.

Yes, I am aware of the provisions and nonetheless choose to use the treaty to reduce my tax liability for the 2025 tax year.

Yes, I am aware of the provisions and choose NOT to use the treaty to reduce my tax liability for the 2025 tax year.

What is the country that issued your Passport?*

PLEASE NOTE: this field automatically populates "Afghanistan." Please be sure to change this if it does not apply to you!

Immediately prior to entering the U.S. as a student, teacher or trainee, were you residing in a country other than your country of citizenship?*

Yes

You have indicated that you were residing in a country other than your country of citizenship immediately prior to entering the U.S. as a student, teacher or trainee. Please provide the name of the country, and explain the purpose and duration of your time in that country, immediately prior to entering the U.S.*

Are you married?*

Yes

If "Married" is your spouse in the U.S.?*

Yes

Is your marriage recognized by the state where you will be filing?*

Yes

Are you a U.S. National?*

Yes

Entry Immigration Status - Check one*

U.S. Immigrant/Permanent Resident

F-1 Student

F-2 Spouse or child of Student

H-1 Temporary Employee

J-1 Exchange Visitor

J-2 Spouse or child of Exchange Visitor

Other

Current Immigration Status - Check one*

U.S. Immigrant/Permanent Resident

F-1 Student

F-2 Spouse or child of Student

H-1 Temporary Employee

J-1 Exchange Visitor

J-2 Spouse or child of Exchange Visitor

Other

You have indicated your current immigration status is J-1. What is the subtype? Check one.

01 Student

02 Short Term Scholar

05 Professor

12 Research Scholar

Other

Please consider the following and answer accordingly.*

You have indicated you are from a country whose income tax treaty with the U.S. contains provisions that retroactively eliminates benefits if the allowable period in the U.S. or income amounts are exceeded as defined in the treaty. This means that if you 1) use the treaty to exempt your income from tax and 2) stay in the U.S. for more than two years you will owe any taxes which were excluded during those prior years.

Yes, I am aware of the provisions and nonetheless choose to use the treaty to reduce my tax liability for the 2025 tax year.

Yes, I am aware of the provisions and choose NOT to use the treaty to reduce my tax liability for the 2025 tax year.

Please consider the following and answer accordingly.*

You have indicated you are from a country whose income tax treaty with the U.S. contains provisions that retroactively eliminates benefits if the allowable period in the U.S. or income amounts are exceeded as defined in the treaty. This means that if you 1) use the treaty to exempt your income from tax and 2) stay in the U.S. for more than two years, you will owe any taxes which were excluded during those prior years.

Yes, I am aware of the provisions and nonetheless choose to use the treaty to reduce my tax liability for the 2025 tax year.

Yes, I am aware of the provisions and choose NOT to use the treaty to reduce my tax liability for the 2025 tax year.

Please consider the following and answer accordingly.*

You have indicated you are from a country whose income tax treaty with the U.S. contains provisions that retroactively eliminates benefits if the allowable period in the U.S. or income amounts are exceeded as defined in the treaty. This means that if you 1) use the treaty to exempt your income from tax and 2) stay in the U.S. for more than two years, you will owe any taxes which were excluded during those prior years.

Yes, I am aware of the provisions and nonetheless choose to use the treaty to reduce my tax liability for the 2025 tax year.

Yes, I am aware of the provisions and choose NOT to use the treaty to reduce my tax liability for the 2025 tax year.

What is the actual primary activity of the visit? Check one.*

Please note: You may a fee bill for terms in which you did not attend classes. For example, if you did not attend classes in the summer, but did receive a scholarship or fellowship during that term, you will have a fee bill for the summer session. In order to serve you efficiently and complete your tax return accurately, we must have all fee bills applicable to you well in advance of your appointment.

Drop files here or

Accepted file types: jpg, gif, png, pdf, Max. file size: 250 MB.

Have you ever changed your visa type or U.S. immigration status?*

Please do not include changes from or to a visitor visa.

Yes

You have indicated you have changed your visa type or U.S. immigration status. Please indicate the date of the change.*

You have indicated you have changed your visa type or U.S. immigration status. Please indicate the nature and purpose of the change.*

Please do not include changes from or to temporary visitor visas.

Enter the type of U.S. visa you held during 2018. Please do not include B1/B2 visas.*

Enter the type of U.S. visa you held during 2019. Please do not include B1/B2 visas.*

Enter the type of U.S. visa you held during 2020. Please do not include B1/B2 visas.*

Enter the type of U.S. visa you held during 2021. Please do not include B1/B2 visas.*

Enter the type of U.S. visa you held during 2022. Please do not include B1/B2 visas.*

Enter the type of U.S. visa you held during 2023. Please do not include B1/B2 visas.*

Enter the type of U.S. visa you held during 2024. Please do not include B1/B2 visas.*

You indicated that you were in the U.S. as a J-1 Exchange Visitor (other) or dependent of a person in such status for one or more years. Please indicate the actual primary activity of the visit(s).

Select the years you were present in the United States as a teacher, trainee, student or as an accompanying spouse or dependent of a person in such status for any part of the year.*

2019

2020

2021

2022

2023

2024

I was not in the U.S. during any of the above years.

Have you ever been present in the U.S. PRIOR to 2019 on a teacher, trainee, student visa, or as their accompanying spouse or dependent?*

Yes

If so, what years and what visa type?*

How many days (including vacations, nonworkdays and partial days) were you present in the U.S. during 2023?*

Please enter a number from 0 to 365.

How many days (including vacations, nonworkdays and partial days) were you present in the U.S. during 2024?*

Please enter a number from 0 to 365.

How many days (including vacations, nonworkdays and partial days) were you present in the U.S. during 2025?*

Please enter a number from 0 to 365.

Please upload a photo or pdf file of your TRAVEL HISTORY. Go to https://i94.cbp.dhs.gov/search/history-search. The "Official I-94" document is NOT sufficient, unless you were in the U.S. for all of 2025. We need your TRAVEL HISTORY. Also, a photo of your passport stamps is NOT acceptable, nor is a flight receipt. Thank you!*

If you did not leave the U.S. during 2025, please upload a statement to that effect.

Accepted file types: jpg, gif, png, pdf, Max. file size: 250 MB.

Did you file a U.S. Income tax return for any year before 2025?*

For example, 2024, 2023, 2022, etc.

Yes

What was the latest year that you filed a tax return?*

What tax form did you file?*

If you filed a nonresident return, select "1040-NR," if you filed a resident alien or U.S. return with TurboTax, select "1040."

During 2025, did you apply to be a green card holder (lawful permanent resident) of the United States?*

Yes

Do you have an application pending to change your status to lawful permanent resident?*

Yes

Name of the academic institution you attended in 2025*

Phone number of the academic institution you attended in 2025*

Name of your academic/specialized program director*

Phone number of your academic/specialized program director*

Address of your academic/specialized program director*

Street Address City State / Province / Region ZIP / Postal Code

During 2025, did you receive:*

Scholarships or fellowship grants

Wages, salaries or tips (this includes payments for working as a Graduate Assistant)

Interest

Distributions from IRA, pension or annuity

State or local tax refunds

Unemployment compensation

Any other income (gambling, lottery, prizes, awards, self-employment, rents, royalties, virtual currency, etc.)

None of the above

Please select all that apply.

You have indicated that in 2025 you had other income (gambling, lottery, prizes, awards, self-employment, rents, royalties, virtual currency, etc.) Please describe the type of income you were referring to.*

Will you be (or have you) received a Form 1042-S for your wage treaty exemption?*

If "yes," please be sure you bring this form to your VITA appointment.

Yes

During 2025, did you have:*

Casualty losses in a declared disaster area

Student loan interest paid

State or local income taxes (select this if you earned wages during 2025)

U.S. Charitable contributions

Child/Dependent care expenses

IRA contributions

None of the above

Please select all that apply.

Did you or any dependent have health insurance coverage through Healthcare.gov (the Marketplace)?*

Answer "no" if your health insurance is provided through your academic institution.

Yes

Was any Advanced Premium Tax Credit received? (Provide Form 1095-A)*

Yes

Did you receive a refund or have additional tax due to the state of Connecticut when you filed your 2024 tax return?

" Please note: we are looking for any refund you received or amount you paid only from the state of Connecticut, because this could affect your 2025 tax return.

Refund

Additional tax due

Neither, or I didn't file a CT tax return for 2024

Please indicate the amount of your CT refund or additional amount due.

Additional Information and Questions Related to the Preparation of Your Return

During 2025, did you pay property tax to your town of residence?

Property tax in Connecticut is a tax you pay to your local town for owning property, such as a car, house, or condominium. It is different from sales tax, which is added when you buy items in a store. If you paid Connecticut property tax in 2025 you may be eligible for a credit on your Connecticut income tax return.

Yes

If you are due a refund, would you like Direct Deposit?*

Yes

If you have a balance due, would you like to make a payment directly from your bank account?*

Yes

Did you pay any 2025 taxes in advance, either directly (online/mail) or by rolling over last year's refund?

This question refers to payments separate from what was withheld from your paycheck.

Yes

Would you like to receive written communications from the IRS in a language other than English?*

Yes

What language?*

Did you live in an area that was declared a Federal disaster area?*

Yes

If yes, where?

Did you, or your spouse if filing jointly, receive a letter from the IRS?*

Yes

Additional Comments

Please let us know if there is any information pertinent to the accurate completion of your tax return that has not already been addressed by this form.

State of Residency

Please note that the "State Residency" is different from residency for federal filing purposes. In this section, we are simply trying to determine the state in which you live while in the U.S., regardless of your country of citizenship.

Indicate which of the following applies to you ("CT" is the abbreviation for Connecticut).

NOTE: "183 days" represents approximately 6 months. If you began living in CT on or prior to July 1, 2025, you lived here for more than 183 days.

My permanent residence is outside of the U.S., however I lived in CT for more than 183 days in 2025.

I moved to CT from another state or country on or subsequent to July 2, 2025.

My permanent residence was in CT for all of 2025, either on/near campus or in my family home.

My permanent residence is outside of CT, however I lived a total of more than 183 days in CT during the tax year.

My permanent residence is outside of CT, and I did not live in CT for 183 days or more.

The following question will determine whether you are required to file a CT tax return. Please select all that apply to you.*

I had CT income tax withheld from my wages (this is true if there is a number in box 17 of your Form W-2).

I meet the Gross Income Test (see below) and had income earned in CT.

I did not have CT income tax withheld from my wages, nor do I meet the Gross Income Test.

You meet the Gross Income Test if your gross income* for the 2025 taxable year is greater than: $15,000 as a single taxpayer; $12,000 as taxpayer married filing separately; $19,000 as a head of household filer; or $24,000 as a couple married filing jointly or a taxpayer filing as a qualifying surviving spouse. *Gross income includes but is not limited to: Wages Interest, dividends or capital gains; Alimony; Retirement income; Scholarship/Fellowship income, prizes, and awards; Unemployment compensation; Social Security benefits; and Disability benefits. PLEASE NOTE: income of nonresident aliens, excluded by treaty, should NOT be subtracted from this calculation.

If you have an electronic copy of your 2024 State of Connecticut tax return, please upload it here. It is quite useful for us to have for reference when preparing for your appointment. It will save you time during your appointment when we are preparing your 2024 tax return.

Accepted file types: jpg, gif, png, pdf, Max. file size: 250 MB.

This survey must be completed in one sitting, and all information is required. Most of the information should be known to you or easily obtained. There are a few items you will need to prepare beforehand, as follows.

U.S. Citizens and Resident Aliens

Nonresident Aliens (Foreign Students and Scholars)

2026 Appointment Intake Form

Understanding Our Program Guidelines

State Income

Residency Determination Data

Form 1040 Section

1040-NR Section

Additional Information and Questions Related to the Preparation of Your Return

State of Residency