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 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):

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

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

1. Book an appointment or walk in during operating hours
   
2. Bring your completed Form 13614-C (or fill one out on-site), along with all relevant tax documents from the list above
3. Complete an Intake Interview with a VITA volunteer to discuss your Form 13614-C and any other relevant tax information
4. Wait while our VITA volunteers complete your tax return
5. Complete a final review session with a VITA volunteer
6. Sign to approve your tax return and you are done!