Appointments

 

UMBC VITA partners with 211 Maryland for appointment scheduling.  Beginning February 1, please call them by dialing 211 or 410-234-8008 to make an appointment. You may visit their website at https://cashmd.org/baltimore-locations/. Once you click the link, simply scroll to the bottom of the page; you will then see schedule appointment here.  If you request UMBC and there is availability, you’ll choose between an in-person appointment or a 100% virtual appointment.  Those selecting in-person tax preparation are encouraged to be vaccinated.  Those selecting virtual tax preparation must have an email address (separate email address for spouse, if applicable), a device capable of capturing a document image and uploading it, and video conferencing capability on a device.

 

You should collect the below items prior to your appointment:

  • A social security card for EACH family member
  • Every taxpayer must bring their picture ID
  • W-2 forms for all jobs worked in 2022.  UMBC VITA only prepares tax returns for tax year 2022.
  • Bank routing and account number to direct deposit your refund.  Voided checks work best.  Refunds may be placed in more than one account
  • Child care provider name, address, and tax ID number
  • A copy of the last two years of tax returns
  • Any document or information about money you have received from the IRS or Maryland
  • All 1099 forms for other income, if any.
  • Any other tax related documents you have received
  • Expenses for a small business, if any.
  • Form 1095-A if you received the Premium Tax Credit to help pay health insurance

 

We look forward to assisting you with your tax preparation needs!