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VITA forms

VITA 2023 Tax Season Instructions & Forms

  • Download documents and instructions via Dropbox.
    • IRS Form 13164C – Intake/Interview Questionnaire – fill out all
    • Indiana Tax Questionnaire – fill out all
    • Consent to Use and Disclose Personal Tax Return Information form – fill out all

IMPORTANT: You are responsible for providing authentic copies of your tax documents. Without proper document copies, we will not be able to prepare your 2022 return.

NOTE: If available, please bring your last filed IRS 1040 tax document for both federal and state.

  • Once you have completed these forms, book your appointment.
Book your appointment now