Required Documents

Ensure you have the following documents before starting your tax return:

• Completed Form 13614NR
  
  • You must complete this form if you are coming to the tax workshop or VITA lab
• Laptop
• Social Security Number
  
  • We don't need the actual card, but you should have a photo of it to confirm your Social Security Number and your name on the card
• Passport (or other government ID)
• Bank information that has your account information where any tax refund will be deposited. (e.g., bank name, Account number, Routing number)
• Prior year tax forms (1040NR)
• Form W-2(s)
  
  • You need one from each employer you had in 2026.
  • If you worked on campus, this is available through My Financial Center. Search W-2 in the search bar and click on the first result. You will need the W-2(s) from 2026.
• Form 1042-S
  
  • Reasons you may receive Form 1042-S:
    
    • If you received scholarships that exceeded tuition and fees
    • If you enrolled and paid the $4,000 student deposit before Winter 2024
    • If you received a monetary award from BYU, such as gift cards, competition awards, raffle awards, etc.
  • You can find your Form(s) 1042-S in your Sprintax account. These are issued after March 15 (or sooner). Do not report your tax file until you get Form(s) 1042-S.
    
    • If you have trouble setting up your Sprintax account, refer to the Sprintax Resources page.
• Form 1095-A
  
  • You should receive this form if you had Marketplace/Select Health insurance in the current tax year
  • Note: We will not be able to help you if you have a joint Marketplace insurance plan with your spouse, but the Low Income Taxpayer Clinic (LITC), located at UVU inside the UVU Business Resource Center, may help you:
    
    • LITC 801-210-8001 (call to make an appointment)
    • Centro De Educación Financiera
    • 815 W 1250 S, Suite 204, Orem, Utah 84058
• Form 1099-Div or Form 1099-B
  
  • If you have received any dividends or capital gains & losses from your stock during the current tax year, you must report this information on your tax forms.
• Any other tax forms you have received, such as tithing forms, issued from your local ward unit or online.

Once you have gathered all your documents, move to Tax Assistance to find resources to help you complete your tax return.
Tax Assistance