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Stress-Free Tax Filing

Schedule an appointment to get your state and federal tax returns prepared by College of DuPage (COD) Accountancy students under the supervision of COD Accountancy Faculty.

Schedule your appointment here: https://www.cod.edu/tax-prep

The COD Accountancy program has been an IRS approved VITA site for over 20 years.

Documents to Bring to Your Appointment
https://www.cod.edu/tax-prep

Intake Form 13614-C can be completed and printed in advance of your appointment. Please bring your completed copy to your appointment. (Paper copies of the Intake Form will also be available when you check in for your appointment. Please allow an extra 15 to 20 minutes before your appointment to complete.)

❑ Social Security cards or Individual Taxpayer Identification Number (ITIN)
❑ State I.D., driver’s license or passport for taxpayer and spouse
❑ Form 1095-A if insurance is provided by the Market Place
❑ Copy of 2021 tax returns (federal and state)
❑ Bank account number and routing number for direct deposit

Income Documents
❑ W-2 Form, if employee
❑ Form SSA-1099, Social Security benefits statement 
❑ Form 1099-K or 1099-NEC, if self-employed (ie. Uber driver)
❑ Form 1099-INT or end-of-year bank statement, interest from checking and savings accounts 
❑ Form 1099-DIV, dividend transactions 
❑ Form 1099-G, unemployment compensation 
❑ Form 1099-R, retirement plan/IRA distributions 
❑ Form W2-G, gambling winnings 
❑ Form 1099-B, stock transactions 

Adjustments/Deductions
❑ Form 1098-E, student loan interest payments 
❑ Educator expenses if you are a licensed K-12 classroom teacher (receipts)
❑ Detailed listing of charitable contributions
❑ Form 1098, mortgage interest statement
❑ Real estate taxes paid in 2022
❑ Business expenses (if you are a sole proprietor or self-employed) detailed listing of business expenses

Child Care Expenses
❑ Child care expenses (provider’s name, address and SSN or Employer Tax ID)

Higher Education Expenses
Student tuition and book expenses (1098-T, account statement, receipts for books and supplies); total in the following categories:

Expense Amount

1. Tuition Amount  ________________
2. Fees ________________ (Academic fees only)
3. Books ________________ (Include only course-required books)
4. Supplies ________________ (Include only course-required supplies)
5. Room and board  ________________ (Not a qualified expense) 

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