Volunteer Income Tax Assistance

VITA sites offer free tax help to people who need assistance in preparing their own tax returns, including:

• Families and individuals who have a household income of approximately $65,000 or less
• Persons with disabilities
• Limited English-speaking taxpayers; and
• Those 60 years of age and older

If you meet the following criteria, you may not qualify:

• Persons on your tax return do not have a valid Social Security Number or ITIN

• You or your spouse had income from options trading
• You or your spouse had income from cryptocurrency

• Photo ID for both spouses, must be valid
• Physical social security card and dates of birth; or ITINs: For you. For spouse. For all dependents including children and other household members (not including roommates)
• W-2 Forms
  • These are forms showing your wage and tax information
  • Bring one from each employer in 2023 (if you had two jobs & employers bring two W-2 forms)
  • These should be received by mail by Feb. 15

• Form 13614-C: Download and fill out prior to VITA intake/interview (hard copies also available on-site)
• Form 13614-NR (International Student: Non-Resident Alien for Tax Purposes) Download and fill out prior to VITA intake/interview (hard copies also available on-site)
• Additional Questions Form: Download and fill out prior to VITA intake/interview (hard copies also available on-site)
• 1099 Forms
  • Unemployment (1099-G)
  • Pension & Annuity Distributions (1099-R)
  • Social Security benefits (SSA-1099)
  • Interest/Dividends (1099-INT or 1099-DIV)
  • Miscellaneous income (1099-MISC)
  • Stock sales (1099-B)
  • Distributions from Health Savings Accounts (1099-SA)
  • 1095-A, B, and C; Healthcare Marketplace Insurance

• Supplemental Security Income (SSI), DHS benefit letters

• Child Support received, alimony paid or received

• Gambling/Lottery winnings (W-2G)

• Other Tax Information
  • Itemizing deductions? Medical expenses, Home Mortgage interest, real estate taxes, car registration fees, charitable giving, miscellaneous work expenses including uniforms, safety deposit box, gambling losses
• Medical or HMO premiums paid for self and/or family
• Tuition & related expenses (1098-T) including course books for full-time college students; Interest paid on student loans (1098-E)
• Childcare provider’s name and Social Security Number (SSN) or Employer Identification Number (EIN); childcare expenses while at work
• Refund/Payment Options

• Direct deposit information: Up to 2 bank or credit union names, routing numbers, and account numbers. Direct deposit is the fastest and safest way to receive your refunds
• US Savings Bond: Determine amount of bond, if desired, from refund amount

Scan-and-Go (approx. 15-30 minutes in-person; 2-week processing time):

• Book an appointment or walk in during operating hours
• Bring your completed Form 13614-C (or fill one out on-site), along with all relevant tax documents from the list above
• Complete an Intake Interview with a VITA volunteer to discuss your Form 13614-C and any other relevant tax information
• Have your documents scanned by a VITA volunteer
• Receive an email/phone call within 2 weeks when your tax return is complete
• Return to the VITA site for a scheduled final review session with a VITA volunteer
• Sign to approve your tax return and you are done!

Single Session Tax Filing (approx. 1-2 hours in-person):

• Book an appointment or walk in during operating hours

• Bring your completed Form 13614-C (or fill one out on-site), along with all relevant tax documents from the list above
• Complete an Intake Interview with a VITA volunteer to discuss your Form 13614-C and any other relevant tax information
• Wait while our VITA volunteers complete your tax return
• Complete a final review session with a VITA volunteer
• Sign to approve your tax return and you are done!