Intake and Review documents (use current year intake forms for all tax years): click here
Individual Taxpayer Identification Numbers (ITINs): click here
CTA Volunteer Resource Guide
- Most of the links are to Dropbox folders. You do not need to log in to Dropbox to view the documents.
- If you are unable to preview the document, try a different browser
Dependency & Filing Status: Click here
Was the Taxpayer A Dependent?
All Those Kids (What are the rules for filing status, dependency and credits?)
Determining Filing Status-Factors to Consider
Tricky Topics: Click here
Pension Guide
Education Guides & Determining Education Expenses
Disability Income Guide
Dependents with Social Security Guide
Amended Returns
Self Employment Organizer (English & Spanish)
Household Employees
Insolvency Worksheet-Spanish
Medicaid Waiver Payments (payments to care for individual living with you)
State Issues: Click here
State Return Who Must File
DC Schedule H
DC Schedule L
Maryland RTC
Maryland HTC
Assembly & Exit: Click here
Exit Guide
Required Paperwork Assembly Guide
Paper File Guide
Client FAQs
Screening & Taxpayer Resources: Click here
No File Letter (English & Spanish)
Intake Guide
Self-preparation flyer
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