Donate to CTA

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