VITA FREE TAX PREPERATION SERVICE

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $54,000 or less, persons with disabilities, and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

In addition to VITA, the Tax Counseling for the Elderly (TCE) program offers free tax help for all taxpayers, particularly those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors. The IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations that receive grants from the IRS.

VITA VOLUNTEERS ARE TRAINED AND TESTED IN CURRENT TAX LAW USING IRS MATERIAL TO PROVIDE THE FOLLOWING SERVICES:

  • Form 982, Cancellation of Debt (limited)
  • Form 1040EZ, 1040A, 1040
  • Schedules A, B, D, C-EZ, EIC, R, SE
  • Schedule E, Supplemental Income and loss (limited)
  • Schedule C, Profit or loss from Business (limited)
  • Form 1040-V (balance due returns)
  • Form 1040- ES (estimated tax payments)
  • Form 2106, Employee Business Expense (limited)
  • Form 2441 (child and dependent care credit)
  • Form 3903, Moving Expenses (limited)
  • Form 5329, Additional Taxes on Qualified Plans (including
  • (IRAs) and Other Tax-Favored Accounts (part 1)
  • Form 5405, First Time Homebuyers
  • Form 8863 (education credits)
  • Form 8880 (credit for qualified retirement savings contributions)
  • Additional Child Tax Credit
  • Form 8888 (allocation of refund)
  • Form 8889 (health savings accounts) limited
  • Form 8949 (Sales and other Dispositions of Capital Assets)
  • Form 1 040-X, Amended Returns (limited)

WHAT TO BRING:

*For married filing joint, both spouses must be present

  • All forms W-2 and 1099’s
  • Information for other income
  • Information for al deductions/credits
  • A copy of last year’s tax return
  • Proof of account for direct deposit of refund (e.g., voided check)
  • Social Security or Individual Taxpayer Identification cards for you, your spouse, and/or dependents.
  • Proof of identification for yourself and/or your spouse.
  • Total paid to day care provider and their tax ID number
  • Birth dates for you, spouse and dependents on the return
  • Proof of foreign status if applying for ITIN

TAXES WE ARE UNABLE TO PREPARE:

  • Schedule C with losses
  • Complicated & advanced Schedule D (capital gains and losses)
  • Form SS-5 (request for social security number)
  • Form 8606 (non-deductible IRA)
  • Form 8615 (minor’s investment income)
  • Form SS-8 (determination of worker status for
  • purposes of federal employment taxes and income tax withholding)

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