KrisD15
Expert Alumni

Get your taxes done using TurboTax

If you are using the TurboTax program to do your taxes, the program asks you questions as an interview which acts like an intake form.

 

If you want to use the form the VITA program uses, here is a link to that but the intake form is more helpful to the Tax Professional than it would be for a Taxpayer not familiar with taxes. 

 

The form helps the Tax Professional know what to report, it might not help you that way, although it does separate Income from Expenses, so it could help you to know if you should report that line item in the Income or  Deductions & Credits section. 

The list of "Life Events" would be very helpful to someone helping you because it would alert them to check for different credits. If you are not knowledgeable about tax credits, it won't be of much help.  

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