2026 Additional Tax Forms
  • Are you:*
  • Have you lived in MN all year?*
  • Format: (000) 000-0000.
  • What is your housing status?*
  • What is your family type*
  • Can anyone else claim the taxpayer or spouse on their tax return?*
  • As of December 30, what was your marital status?*
  • If married, were you married for all year?
  • Did you and your spouse live apart all of the last 6 months of the tax year?

  • Family Information

    You will need Name, Date of Birth, and SSN for all family members.

  • If married filing jointly, complete spouse information.  Both spouses will need to sign consents at the end of the form.

    If married filing separately, complete spouse information. Taxpayer will need to sign consents at the end of the form.

    If head of household, complete dependent(s) section.  Taxpayer will need to sign consents at the end of the form.

     

    • PRIMARY TAXPAYER 

    • Primaray Taxpayer is the name of the person who appears first on the tax form.

    • What is your date of birth?*
       - -
    • Are you a U.S. citizen?*
    • Are you in the US on a VISA?*
    • Are you a full time student?*
    • Are you legally blind?*
    • Did you live or work in two or more states in 2025??*
    • Have you been issued an identity protection PIN (IPIN)?*
    • Are you owners or holders of any digital assessts?*
    • Would you say you can carry on a conversation in English, both understanding & speaking?*
    • Would you say you can read a newspaper or book in English?*

    • Complete SPOUSE information for Married Filing Jointly filing status

      and Married Filing Separately filing status.

       

      Skip to DEPENDENTS if no spouse.

       

      Skip to INCOME if you are a single person.

    • SPOUSE INFORMATION  
    • What is Spouse's date of birth?
       - -
    • Is Spouse a full time student?
    • Is Spouse legally blind?
    • Is Spouse a U.S. citizen?
    • Is Spouse in the US on VISA?

    • Add DEPENDENTS or

      skip to INCOME section.

    • DEPENDENT 1 
    • What is Dependent 1's date of birth?
       - -

    • Add another dependent or skip to income section.

    • DEPENDENT 2 
    • What is Dependent 2's date of birth?
       - -

    • Add another dependent or skip to income section.

    • DEPENDENT 3 
    • What is Dependent 3's date of birth?
       - -

    • Add additional dependents or skip to income section.

    • ADDITIONAL DEPENDENTS 
    • INCOME 
    • Did you have Tip Income?*
    • Did you have any proceeds from a Retirement account, pension or annuity?*
    • Did you have Disability income? (such as payments from insurance, or workers compensation) (Forms 1099-R, W-2)*
    • Did you have Social Security or Railroad Retirement Benefits? (Forms SSA-1099, RRB-1099)*
    • Did you have Unemployment Compensation? (Form 1099G)*
    • Did you have a Refund of state or local income taxes?*
    • Did you have Interest of dividends (bank account, bonds, etc)*
    • Did you have sale of Stocks or Bonds, check all that apply:*
    • Did you have Alimony income?*
    • Did you have income from renting out your house or a room in your house?*
    • Did you have income from renting personal property such as a vehicle?*
    • Did you have income from gambling winnings, including lottery?*
    • Did you have Self-Employment income? (Form 1099-MISC, 1099-NEC, 1099-K, cash or other property or services)*
    • Did you have any other money received during the year? (cash payments, jury duty, awards, Digitial assets, royalties, union strike benefits)*
    • Did you have any of the following income?*
    • Expenses 
    • Did you pay any of the following expenses to itemize? Check all that apply:*
    • Did you pay any these expenses ? Check all that apply:*
    • Life Events 
    • Did you or someone in your family take educational classes? (technical school, college, job related, etc)*
    • Did you sell a home*
    • Do you have a Health Savings Account?*
    • Did you have health coverage through the Marketplace (Exchange)? Form 1095-A*
    • Did you purchase and install energy-efficient home items?*
    • Did you purchase a new car (not used)?*
    • Did you have a credit card or mortgage debt cancelled/forgiven by a lender or have a home foreclosure? (Form 1099-C, 1099-A)*
    • Did you have a loss related to a declared federal disaster area?*
    • Did you have Earned Income Credit, Child Tax Credit or American Opportunity Credit DISALLOWED in a prior year?*
    • Did you adopt a child?*
    • Did you receive a letter or bill from the IRS?*
    • Did you make estimated tax payments or apply last year's refund to this year's tax?*
    • Did you bring in last years tax return?*
    • Do you get any of the following?
    • Additional Tax Return Information 
    • Would you like to receive written communications from the IRS in a language other than English?*
    • Do you want $3 to go to the Presidential Election Campaign Fund?*
    • If you are a due a refund, would you like it direct deposited?*
    • If you have a balance due, how would you like to make your payment?*

    • You can provide banking information OR upload a copy of a VOIDED check or SAVINGS information.  A direct deposit or direct debit can not be made without your banking information.

    • Consents 

    • CONSENT TO Disclose Tax Return information to VITA TCE Tax Preparation sites.

      Global Carry Forward data allows TaxSlayer to make your tax return information available to ANY volunteer site participating in the IRS VITA/TCE program you select to prepare a tax return for next filing season.  

      You do not need provide concent for the VITA/TCE partner perparing your tax return this year. Global Carry Forward will assit you only if you visit a different VITA or TCE partner next year that uses TaxSlayer.  

    • Consent to Global Carry Forward*
    • Clear

    • CONSENT TO KEEP ELECTRONIC RETURN

      UCAP may keep an electronic copy of my tax return for up to 6 years.

    • 1. Consent to keep electronic return*

    • CONSENT USE PERSONAL TAX RETURN INFORMATION

      UCAP may use anonymous data containg tax return dollar amounts for marketing, fundraising or other non-fundraising activity.  This allows us to count you in our statististics when we apply for funding or share data with our partners.  We do not use personally identifialble information.

    • 2. CONSENT TO USE*

    • CONSENT TO DISCLOSE  TAX RETURN INFORMATION

      UCAP will disclose your personal information to e-file your tax return through TaxSlayer's tax prparation software and TaxSlayer will disclose your personal information to United Community Action Partnership.

    • 3. Taxpayer CONSENT TO DISCLOSE*

    • Request to Review you Tax Return for Accuracy:

      To ensure you are receiving quality services and an accuartely prepared tax return at the volunteer site, IRS employees randomly select free tax preparation sites for review.  If errors are identified, the site will make the necessary corrections.  IRS does not keep any personal information from your reviewed tax return and this allows them to rate our VITA/TCE return preparation programs for accurately prepared tax returns.  If you do not wish to have your return incldued as part of the review process, it will not affect the services provided to you at this site. If the site preparing this return is selected, do you consent to having your return reviewed for accuracy, by an IRS employee?

    • I agree to have IRS review my return for accuracy.*

    • VIRTUAL CONSENT DISCLOSURE:

      If you agree to have your tax return prepared and your tax documents handled in the above manner, your signature and/or agreement is required on this document.  Signing this document means that you are agreeing to the procedures stated above for preparing a tax return for you. (If this is Married Filing Joint return both spouses must sign and date this docuement).  If you chose not to sign this form, we may not be able to prepare your tax return using this process.  Since we are preparing your tax return virtually, we have to secure information, Federal law may not protect your tax return from further use or distribution in the event these systems are hacked or breached without our knowledge.  If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specifiy.  If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.  If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.  While the IRS is responsible for providing oversight requirements to Volunteer Income Tax Assistance Programs (VITA) and Tax Counseling for the Elderly (TCE) programs, these sites are operated by IRS sponsored partners who manage IRS site operations requirements and volunteer ethical standards.  In addition, the locations of these sites may not be in or on Federal Property.

    • I am agreeing to use this sites Virtual VITA/TCE Process.*

    • Consent to disclose & use personal tax information

      Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. 

      You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. 

      If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at: complaints@tigta.treas.gov.

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