TVVITA Process

  • Assemble your return packet. Your packet begins with Form 13614-C Intake Interview and Quality Review Sheet. This form includes basic information about you and your household that we will use to start your return. It also asks a number of questions about your income, expenses and “life events” that will provide a guide for what documents and information you need to assemble for your return (see below for list of documents).

    Packets are available at a number of locations in Teton Valley, including the Valley of the Tetons Libraries in Victor and Driggs, the Senior Community Center in Driggs, the Community Resource Center in Driggs, and the Food Pantry. You can also pre-register with Teton Valley VITA and we’ll send you the packet materials by email.
  • Schedule an intake interview. At this interview, you will review your Form 13614-C and the documents you’ve assembled to make sure we have all the information we need to prepare your return. (Note: It is possible to do the interviews virtually. We can do a curbside pick-up of the intake packet and a curbside signing of the final documents.)
  • Be patient while we prepare your return. Our preparers work as a team at scheduled times during the week. After the return is prepared, each return receives a Quality Review by another preparer, who verifies that all information is entered accurately and responds to questions the initial preparer may have had. You may be contacted during this process if the preparers have questions. If this happens, the preparer will clearly identify him/herself as being from Teton Valley VITA and will not ask for your social security number or TIN or ask you to send money. Any email you receive about your return will have an @tetonvalleyvita.org address.
  • Schedule an appointment to sign the return. Once your return is finished, we will contact you to review your return and sign the Authorization to E-File form. If you are married filing jointly, both you and your spouse need to sign. Be sure to bring proof of bank account routing and account numbers for direct deposit.

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  1. Pingback: Free Tax Assistance from Teton Valley VITA - Seniors West of the Tetons

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